Legacy Planning for Blended Families: Reevaluating Your Financial Picture
Blended families introduce financial complexity that traditional planning often do not account for. Learn about legacy planning for blended families.
May 20, 2026
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Hi, I’m Joanne Farace.
Let's talk about your financial future.
Joanne Farace
I can help you with:
- Distribution & 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
Recent Articles
Life Insurance Decisions: One of the Most Important Financial Choices You Will Make
Older Americans Month is a good time to review life insurance coverage needs. Learn how to determine the right policies to protect family & long-term goals.
May 18, 2026
The Step-Up In Basis Rule: What to Know When Estate Planning
Understanding the Step-Up In Basis rule can be one of the most powerful levers in an estate plan. Explore strategies for creating your legacy plan.
Staying the Course: Navigating Market Uncertainty in Investment Planning
Learn the role of diversification, time horizon and risk in your investment planning that can help you keep towards your goals during market uncertainty.
May 13, 2026
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