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Hi, I’m Joanne.

Let's talk about your financial future.

Joanne Farace

I can help you with:

  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service and Complimentary Consultations
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Recent Articles

Catherine Guerrieri

Navigating Retirement as an Older American

Retirement marks a significant milestone in life, offering opportunities for rest, relaxation, and pursuing passions. However, navigating retirement as an older American requires careful planning and consideration to ensure fulfilling golden years. This article explores essential tips and strategies for older Americans to maximize their retirement...

Catherine Guerrieri

May is Older Americans Month

Older Americans Month (OAM) is a time to celebrate the contributions and achievements of past and current older adults in our society. It's a month set aside to recognize older Americans' wisdom, resilience, and experience, shedding light on issues that impact their well-being, aiming to guarantee...

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