Joseph Donti’s Top Picks!
Welcome to my blog page, where I compile what I believe is the most relevant retirement blogs. As a financial professional, I know the importance of having access to great financial content to help plan your retirement. Take a moment and enjoy my top picks!
3 Major Retirement Expenses to Include in Your Budget
General retirement planning advice says that you’ll need about 80% of your pre-retirement income in retirement, but this may not be the case for everyone. Inflation, taxes, and long-term care costs are easily overlooked - [...]
Rising Interest Rates and High Inflation – How Will You Respond?
The Federal Reserve voted to raise interest rates for the first time since 2018 and has several more rate hikes planned for this year. Rising interest rates can have significant effects on the economy and [...]
3 Important Tax Questions to Answer This Year
As we approach Tax Day, you may be gathering your important documents and preparing to file or file for an extension. Once you have everything sorted out, it’s important to consider how your tax situation [...]
Estimating Your Tax Burden in Retirement
Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a [...]
Why We Could See More Inflation and Market Volatility
As we saw during the COVID-19 pandemic, what happens somewhere halfway around the world can have a major impact on us. Now, the global economy faces new threats as a result of Russia’s invasion of [...]
Three Birthday Milestones That Could Change Your Tax Situation
When we think of milestone birthdays, we often think of ones that are already behind us – like 18 and 30. But there are plenty of important birthdays ahead of you, especially as you near [...]
Four Easy Things You Can Do to Plan for Retirement Right Now
Retirement planning can seem overwhelming, even if you feel you’ve saved enough to retire. It’s hard to know where to begin because a comprehensive retirement plan involves so many elements, from an investment strategy to [...]
3 Alternative Gift Ideas for the Holiday Season
There are always a few people who are hard to shop for on your list. Sometimes someone just seems to have everything or says they don't want anything for Christmas this year. Consider these alternative [...]
About Joseph Donti
When anyone asks Joe what he does for a living, his answer is simple: “I’m a financial junkie!”
Joe’s dad was a contractor and initially, Joe followed in his footsteps. He liked the feeling he got from seeing a job through to completion. He’s said that he “loved the fact that when a job was done I could see it and touch it. There’s something so visceral about building.”
After founding an independent contracting business then transitioning into the “go-to” set-builder for many major movie productions – including blockbusters like “Pulp Fiction”, “Independence Day”, and “Men in Black” – Joe met a client who persuaded him to build something new; something that would shine a light on his natural leadership skills.
Joe jumped head-first into the world of financial services. Starting from scratch in a new industry wasn’t easy but. using his blue-collar work ethic developed in the construction industry. It wasn’t long before Joe was off and running.
With the help of his wife, Patty, they developed the Retire Better Plan, a proprietary process designed to help clients conceptualize and construct their own unique financial plan.
About Solutions First Financial Group
For some, financial independence may mean continuing to work in a job they love or maybe pursuing a passion through volunteering. For others, it could mean the freedom to spend their time with family or by traveling and exploring the world. Wherever your journey takes you, it’s vital to think about what financial independence looks like for you.
What lies at the foundation of all the relationships we develop is a solid strategy that helps influence our holistic recommendations throughout our long-term partnership. Solutions First Financial Group considers all of your unique characteristics and the economic realities of your life to develop a comprehensive solution for your financial future. Life’s most important wealth management decisions occur at every step of your journey, not just at the beginning or the end. Wherever you are in life’s journey, it’s our mission to help connect you with your ideal future.
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