| Topel & DiStasi Wealth Management

Episode 13: 401(K) Match - When Less Is More

Jarrett B. Topel | Podcast Link

In this episode we discuss 401(K) contributions

Four Phases of a Financial Lifetime

Gavin L. DiStasi | Blog Link

As someone who has been working in the financial services industry, primarily focused on financial planning, for as long as I have, some... Read More »

Episode 12: To 83(b) Or Not To 83(b)

Gavin L. DiStasi | Podcast Link

In this episode we discuss the section 83(b) election

7 Things Your Advisor Should Review Annually

Jarrett B. Topel | Blog Link

For a consumer, the sheer number of titles currently in use by those of us in the financial services industry, must seem bewildering. Add... Read More »

Episode 11: What is Risk...Really?

Jarrett B. Topel | Podcast Link

In this episode we discuss the true meaning of risk.

And The Children Shall Lead Us

Gavin L. DiStasi | Blog Link

We here at Topel & DiStasi Wealth management have always made a concerted effort to avoid political discourse with our clients. The... Read More »

Episode 10: Critical Redundancy

Gavin L. DiStasi | Podcast Link

In this episode, we discuss the importance of the annual or semi-annual review meeting.

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What's news

April 21, 2020

"Senate Passes Relief Bill, Funding for Small-Business Loans https://t.co/SHKQfLqyWF via @ThinkAdvisor"

April 20, 2020

"Who Owes You a Refund? Should You Even Ask? https://t.co/EN3c0CUQAA"

April 14, 2020

"Coronavirus Tips: Frequently Asked Questions and Advice https://t.co/UcqKESEuY2"

April 13, 2020

"The Social Security Age Gamble: Claim Now or Wait? https://t.co/HMylOtYTTM"

April 09, 2020

"Democrats, Republicans at impasse over boosting coronavirus aid program for small businesses https://t.co/clVGg8VdgH"

April 08, 2020

"Finding Big Tax Savings in the ‘Bridge Years’ Between Retirement and RMDs https://t.co/9ymipPGlH6 via @ThinkAdvisor"

April 07, 2020

"Poll: 15 Classic Books on Investing and the Markets https://t.co/qXDI1mr9SJ"

April 06, 2020

"You Have an Extra 3 Months to File Your Taxes. Should You Wait? https://t.co/uTrAMj4OUQ"

April 03, 2020

"Expanded unemployment benefits: Who qualifies, how to apply https://t.co/zcQ20WqDHc"

April 02, 2020

"Some very good info on Required Minimum Distributions for 2020...
CARES Act Drastically Changes Required Minimum Di… https://t.co/XAZi9HkdIO"

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