| Topel & DiStasi Wealth Management

Beneficiary Bungle

Jarrett B. Topel | Blog Link

Designating beneficiaries for your retirement accounts and life insurance policies is one of the most critical decisions you can make in... Read More »

Episode 25: Pension Power

Jarrett B. Topel | Podcast Link

In this episode we discuss the power of the employer provided pension plan

Say Goodbye to the Restricted Application for Spousal Benefits

Gavin L. DiStasi | Blog Link

2019 marks the last year people can take advantage of a Social Security rule that will soon be phased out. That rule is called filing a... Read More »

Episode 24: College V Retirement

Gavin L. DiStasi | Podcast Link

In this episode we discuss the choice between saving for college or saving for retirement.

Charitable Giving Basics

Jarrett B. Topel | Blog Link

We have been getting more and more questions regarding charitable giving strategies reently, so I thought it might be helpful to put... Read More »

Episode 23: Information Overload

Jarrett B. Topel | Podcast Link

In this episode we discuss information overload and how it is killing the average investor's returns

Preparing for an Amicable Divorce

Gavin L. DiStasi | Blog Link

No one goes into their marriage thinking there’s a 50% chance they will get divorced, but the fact is that almost half of all marriages do... Read More »

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August 13, 2019

"Globalization is a force both more powerful and ancient than Trump https://t.co/lFXEE4mhZZ via @bbgvisualdata"

August 07, 2019

"4 Reasons Parents Don’t Discuss Money (and Why They Should) https://t.co/K0dnv9tRUv"

August 06, 2019

"China trade fight seen dragging on through 2020 in threat to economy, Trump reelection https://t.co/HQ6pDc3Ckn"

July 31, 2019

"The argument for a Fed rate cut in a strong economy - CNN https://t.co/abXmTo5gOy"

July 29, 2019

Roth IRA Conversions - What to Consider

July 29, 2019

"Divorce Destroys Finances Of Americans Over 50, Studies Show https://t.co/TNMSE3rQwF"

July 24, 2019

"A Cloudy Future for Pot ETFs https://t.co/MQrVFbXxtu"

July 18, 2019

"Scientists say spending habits reflect key personality traits - CBS News https://t.co/OMghAYJSIv"

July 17, 2019

"Most Millionaires Don't Consider Themselves Wealthy: Ameriprise Survey https://t.co/b2X1iOmCpm via @ThinkAdvisor"

July 08, 2019

"The Good News: The Job Market Is Solid. The Bad News: The Job Market Is Solid. https://t.co/Rzh8JNlyDX"

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Topel & DiStasi Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Topel & DiStasi Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Topel & DiStasi Wealth Management, LLC unless a client service agreement is in place.
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