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As a client of SKWealth, you can expect professional advice tailored to your needs and goals.

Our team of Certified Financial Planners, Certified Public Accountants and other professionals look beyond “The Big Picture” to establish your personal financial objectives.

News & Events

Why Does It Cost More to Fill Your Tank?

July 30, 2018

Pain at the Pump The Memorial Day weekend is the beginning of the summer driving season, and — not coincidentally — often a high point in the annual ups and downs of gas prices. This year, almost 37 million drivers hit the road and faced the highest fuel costs since 2014. The national average price…

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Devin M. Rainone Earns CRPC® Designation

July 25, 2018

Devin M. Rainone recently earned the Chartered Retirement Planning Counselor designation (CRPC®). Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course…

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Retirement Healthcare Costs

Are You Ready for Retirement?

July 3, 2018

Retirement Confidence Improves for Workers, Declines for Retirees in Critical Areas In its 28th annual Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) discovered that 64% of today’s workers feel very or somewhat confident in having enough money to retire comfortably, up from 60% in 2017. And although far more retirees are very confident…

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Inflation

The Impact of Inflation

June 27, 2018

How Can You Fight the Effects of Inflation? Inflation is one of the reasons people–especially those in their 20s and 30s–are often surprised by the amount they will need to save for their retirement. Inflation pushes future costs higher: as a result, the nest egg needed to produce the income you want would need to…

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Listen to our latest Podcast

In this episode we explore the world of obtaining a mortgage. A lot has changed in the mortgage market. Lenders have tightened credit standards, and the strength of the housing market has driven home prices higher. Also, the Federal Reserve has been on a steady schedule of raising short-term interest rates and plan to continue that path until at least the middle of 2019. To gain better insight into the mortgage market and discuss strategies, I am joined by Sean Hogan, Mortgage Banker and Sales Manager at Home Loan Investment Bank. Sean is a 20-year residential mortgage veteran who has helped people obtain financing to purchase their dream home or refinance an existing one.

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Matthew M. Neyland, CFA, CAIA, Director of Investments

 

Sansiveri offers audit, accounting, business consulting, valuation, forensic, and tax compliance and consulting services.

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