Sallie Pagano
CEO/Founder
With over 25 years of experience in the financial industry, our lead advisor brings a unique perspective shaped by a background in engineering management at Philip Morris and proud service in the US Navy. After earning an MBA, she dedicated her career to helping others navigate their financial futures. She understands that life events often happen outside of standard business hours and prides herself on being accessible to clients whenever they need guidance or support.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
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Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
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