Chances Are…

…you have to work.  To pay bills, cover your rent, provide for your family, and save for your future.  Most of us don’t have a choice in the matter.  But you do have control over some things, such as:

  • Maximizing your income by taking advantage of your employer’s benefits that can lower your current income tax liability.
  • Understanding and utilizing your employer’s benefits that may not lower your taxes, but are valuable to you, like group life and disability insurance, pre-paid legal services, or a company match on your 401(k) contributions.
  • Supplementing your employer’s group benefits by identifying where they may be insufficient to meet your current needs, circumstances, and budget.
  • Preparing for the unexpected by securing life and disability insurance, formalizing your estate plan, and establishing a sufficient emergency fund for you and your family.
  • Saving for your retirement by committing some of your income every year to a retirement account – whether or not your employer offers a group retirement plan.

 

Working is for today’s expenses and tomorrow’s future goals.  Achieving these goals requires patience, focused hard work, and discipline.  You can get there from here.

Call to discuss your situation in greater detail, and learn how we can help put a plan in place to maximize your earnings for now and the future.


About DDO Advisory

DDO Advisory Services offers sophisticated and customized Financial Planning, Investment Management, and Insurance solutions for families, professionals, and business owners in New York City, the Hudson Valley, and New England.

Our approach is to fully integrate all aspects of your financial planning - budgeting and cash flow, insurance, investment management, retirement planning, education funding, as well as tax and estate planning - because no financial decisions exist in a vacuum. Schedule your complimentary consultation today by calling (646) 234-4881.

DDO Advisory Services, LLC
Office:  6369 Mill Street, Suite 209, Rhinebeck, NY  12572
Mail:  P.O. Box 900, Rhinebeck, NY  12572
(646) 234-4881

About Dan

Daniel D'Ordine, CFP® has been helping families oversee their financial affairs for over 15 years. He has been a CFP® certification holder since 2005, and holds degrees from Brown University and New York University. He serves on the Board of the Brown University Club in New York, and is a member of the Rhinebeck Science Foundation Finance Committee. He lives in Rhinebeck, NY with his wife and three children.

Daniel D’Ordine, CFP®

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