Petix & Botte Financial

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

Childhood attitudes and habits can determine your child's health in his or her adult years.

#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.

It's a pretty good day at the office when you have dogs, pizza and games!

Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.

78% of Americans say they’re concerned about not having enough money for retirement, according to Northwestern Mutual’s 2018 Planning and Progress Study. That doesn't have to be you. Don't wait to start investing. Check out our digital investment platform now to start planning for your future. Investing earlier in life may help you save more since early gains are put to work growing your account value. Get started now: https://www.petixbotte.com/guided-wealth-portfolios

Attention Estate Executors: Do you know about the Alternate Valuation Date?

You face sequence of returns risk. Know what it is? #investing #investmentrisk

Find out whether you are insurable before implementing a strategy using life insurance.

Want to get started investing, but don’t have a lot to invest? With our online investment platform, you can receive our guidance and portfolios of low-cost, exchange-traded funds to start working toward your financial goals, whether you want to invest for retirement, save for a home, or put your money to work for you. Find out more: https://www.petixbotte.com/guided-wealth-portfolios

Test your estate strategy knowledge with this short quiz.

Supporting our troops at a military appreciation golf event over the weekend.