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!
How Will You Pay for Long-Term Care in the Future?
Even though you're a long time away from needing long-term care, now is the time to plan. An estimated 70% of Americans currently age 65 will need long-term care at some point, and costs can [...]
How to Change Your Habits
We've all heard the saying, "you can’t teach an old dog new tricks,” but is it true? Maybe it is for dogs, but not for people. You can always learn new habits, no matter what [...]
3 Things About Your Taxes That May Have Changed
Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. Even though it’s a busy time of year when finances [...]
How Would You Handle a Retirement Curveball?
Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement [...]
Three Eroding Forces on Your Retirement Savings
Over 60% of Baby Boomers are more afraid of running out of money than of dying, according to a recent survey.[1] Even retirees who have saved a substantial amount for retirement may be worried about [...]
3 Priceless Pieces of Retirement Wisdom
You've worked the majority of your life and deserve to have many blissful years ahead. With a proper plan and execution strategy in place, you should be on track to accomplish your retirement goals and [...]
Plan for the Tax Rates of the Future
Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. And while we know what the tax rates are now, we don’t [...]
How the Millionaire Next Door Can Approach Retirement Planning
Many of today's retirees are the wealthiest retirees of all time. Rising home values, strong market returns, and a generation of dedicated workers mean that there are more millionaires than ever. But, even if you [...]
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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