Anthony Petsis
@AnthonyPetsis
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43 years in financial services, seasoned planner. Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic), member FINRA/SIPIC
Newtown, PA
Joined May 2010
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake. #FixedAnnuity
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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Ever heard of a Roth 401(k)? Would one be right for you?
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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector.
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Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
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With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
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Estimate the total cost in today's dollars of various mortgage alternatives.
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What will your family do if you can't earn an income? Here are steps you can take today.
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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting? #PayOffMortgage
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Do you have a will? Is it updated?
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When do you need a will? The answer is easy: Right Now.
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As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.
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This short video illustrates the importance of understanding sequence of returns risk.
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Extended care refers to services needed by those who have a chronic illness or disability.
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Understanding the types of extended care services—and what those services could cost—may be critical.
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The sooner you begin investing, the longer your money can work for you.
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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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Investors maintained an anxious eye on the Fed over worries it would maintain its tight monetary posture due to ongoing inflation.
apetsis.com
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Marginal tax bracket and holding period affect capital gains taxes. Learn more.
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Use this calculator to estimate your capital gains tax.
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Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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How long does a $20 bill last?
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College, kids and costs.
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A few strategies that may help you prepare for the cost of higher education.
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#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
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If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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Consider preparing for 30 years in retirement. Are your assets ready? #IRAincome
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Estimate your monthly and annual income from various IRA types.
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