Chris Zonca - Modern Wealth Partners

Chris Zonca - Modern Wealth Partners

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At Osaic FA, I help my client with the accumulation, preservation, and the distribution of their assets through smart financial choices.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

How to Overcome Identity Loss in Retirement 11/15/2023

Irrespective of the degree of wealth or prestige achieved in one’s career, anyone can encounter the same sentiment as Grant did, mourning the individual they once were prior to retirement.

How to Overcome Identity Loss in Retirement It's not unusual to mourn the person you were before retirement.

Congratulations on Your Retirement: Here's How to Find Your Joy 11/08/2023

Knowing how you want to spend your time in retirement and having a sense of purpose can prevent you from feeling unmoored and isolated.

Congratulations on Your Retirement: Here's How to Find Your Joy

Estate planning 101: the do’s and don’ts, what to expect to pay and what your options are 09/27/2023

Estate planning 101: the earlier you start, the better

Estate planning 101: the do’s and don’ts, what to expect to pay and what your options are Regardless of age and wealth, virtually everyone should consider how they want their assets distributed upon their death.

How to Overcome Identity Loss in Retirement 09/13/2023

Irrespective of the degree of wealth or prestige achieved in one’s career, anyone can encounter the same sentiment as Grant did, mourning the individual they once were prior to retirement. Profit and prosper with the best of expert advice on investing

How to Overcome Identity Loss in Retirement It's not unusual to mourn the person you were before retirement.

What You Should Know: Healthcare Cost Planning in Retirement 08/30/2023

What You Should Know: Healthcare Cost Planning in Retirement

What You Should Know: Healthcare Cost Planning in Retirement Retirement is a time of relaxation, exploration, and the pursuit of lifelong passions. However, amidst the excitement of this new chapter, it’s crucial not to overlook a critical aspect of retirement planning: healthcare costs. As we age, our healthcare needs tend to increa

Lifestyle Creep: Eroding Your Savings, One Raise at a Time - NerdWallet 08/09/2023

Is lifestyle creep eating away at your savings?

Lifestyle Creep: Eroding Your Savings, One Raise at a Time - NerdWallet Your retirement savings and investments may be exposed to stock market risks, but there's another risk you should really pay attention to: lifestyle creep.

Future retirees plan to work longer, partly due to savings shortfalls 08/02/2023

Future retirees plan to work longer, partly due to savings shortfalls

Future retirees plan to work longer, partly due to savings shortfalls According to a new survey by the nonprofit Transamerica Center for Retirement Studies, 55% of workers plan to work after they retire. That includes almost 20% who plan to work full time and more than a third who plan to work part time. Even more eye-opening: a staggering 15% of all workers expect th...

Retirement Requires a Shift in Mindset: Are You Ready for That? 07/26/2023

Retirement Requires a Shift in Mindset: Are You Ready for That?

Retirement Requires a Shift in Mindset: Are You Ready for That? When you're saving for retirement, your focus is on growth, but once you retire, the focus needs to shift to income, which is a tough adjustment for many. What to do?

Retirement Comparison: Why Women Have Less Savings Than Men 06/12/2023

Retirement Comparison: Why Women Have Less Savings Than Men

Retirement Comparison: Why Women Have Less Savings Than Men Societal and mental roadblocks are leaving women unprepared.

Building Blocks to Wealth: Constructing a Stable Financial Future for Your Family 05/18/2023

Building Blocks to Wealth: Constructing a Stable Financial Future for

Building Blocks to Wealth: Constructing a Stable Financial Future for Your Family Learn more about steps you can take to start building wealth today.

What the FDIC Does to Keep Your Money Safe 04/19/2023

How the FDIC Protects Your Money After a Bank Run

What the FDIC Does to Keep Your Money Safe After two bank failures, the regulatory agency intervened to keep additional bank runs from occurring.

How to Build Generational Wealth [All You Need to Know] 04/05/2023

How to Build Generational Wealth

How to Build Generational Wealth [All You Need to Know] On generational wealth, how it's created, how it's destroyed, and the problems that arise from obtaining it.

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