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 a Financial Advisor Can Help You Pursue Smart Tax Strategies
They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to help minimize your overall tax burden [...]
Where Could Your Retirement Income Come From?
You're used to receiving a paycheck, and perhaps you've been used to it steadily increasing over the course of your career. You may have experienced what’s known as “lifestyle inflation” and may not plan to [...]
Be Part of the 4% When it Comes to Social Security
According to a recent study, only 4% of retirees claim Social Security benefits at the optimal time, losing out on an average of $111,000 per household.[1] There are many things to consider when choosing how [...]
4 Major Retirement Challenges to Overcome
Today’s retirees may be the richest the world has ever seen with Baby Boomers holding more than half of U.S. household wealth as of the end of 2020.[1] While you may be looking forward to [...]
Is Our Government Anticipating Inflation?
The Consumer-Price Index (CPI) rose to 4.2% in April as compared to last year.[1] We could see higher prices when it comes to travel, food, cars, and other common goods and services. High inflation can [...]
4 Retirement Lifestyle Predictions
Do you think your retirement will look exactly like your parent's retirement? The answer is probably "no," and hopefully, it's "it will look even better." Retirement is changing, and it's important to think about what [...]
When Will You Transition from Saving to Spending?
In retirement, you have to transition from saving to spending. You've worked hard to amass wealth, and now you must protect it from market downturns and make it last for the rest of your life. [...]
Looking Forward to Summer and Retirement
If you’re planning on taking a vacation, it’s probably something that you’ve looked forward to for a while now. Maybe you haven’t traveled much since before the pandemic and want to this summer, or maybe [...]
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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