Chris Zonca - Modern Wealth Partners
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.
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.
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
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.
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.
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
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.
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...
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?
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.
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.
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.
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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