| Topel & DiStasi Wealth Management

Episode 45: New Year's Financial Resolutions

Jarrett B. Topel | Podcast Link

In this episode we discuss financial resolutions for the new year

Top 5 Financial Errors Couples Make When Divorcing

Gavin L. DiStasi | Blog Link

I recently gave a workshop for couples who are considering divorce and was asked “what are the biggest financial errors couples make when... Read More »

Year-End Tax-Planning Strategies

Jarrett B. Topel | Blog Link

As we come to the end of another year, it is time once again to starting thinking about taxes. And while most of us would prefer to put... Read More »

Episode 44: Hopeful

Gavin L. DiStasi | Podcast Link

In this episode we discuss what we're thankful and hopeful for in this holiday season

The Not MS Ride Wrap Up

Gavin L. DiStasi | Blog Link

Normally this time of year, I would be writing a post-mortem blog post about our recently completed MS Ride: Waves to Wine charity event in... Read More »

Episode 43: Reverse Your Thinking On Reverse Mortgages

Jarrett B. Topel | Podcast Link

In this episode we discuss the pros and cons of reverse mortgages

Episode 42: Do Presidential Elections Move Markets

Gavin L. DiStasi | Podcast Link

In this episode we discuss whether presidential elections move the markets

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What's news

January 26, 2021

"BlackRock Chief Pushes a Big New Climate Goal for the Corporate World https://t.co/T9HQ1GVSR4"

January 26, 2021

"Yellen Confirmed as Treasury Chief https://t.co/fFysoioOUQ via @ThinkAdvisor"

January 25, 2021

"California proposal would extend eviction rule through June
https://t.co/bdOCKyrxq4"

January 23, 2021

"The Originator of ‘the 4% Rule’ Thinks It’s Off the Mark. He Says It Now Could Be Up to 4.5%. - Barron's https://t.co/k7jfLB5iR2"

January 21, 2021

"How young people are responding to the COVID-19 economy via @csmonitor https://t.co/SZDJdO1hEi"

January 20, 2021

"Trump leaves office with a good — but not historically great — stock market record
https://t.co/DC3P4Fqdg0"

January 19, 2021

"The Biden post-election market surge is the best for a new president in modern history
https://t.co/RpGPsUobus"

January 19, 2021

"How Biden’s Proposed Paid Leave Would Work https://t.co/c5G33bRy6T"

January 17, 2021

"https://t.co/sxyiE14uGv"

January 15, 2021

"IRS Announces Filing Season Open Date (It’s Later Than Expected) via @forbes https://t.co/2ghPD8qb5r"

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