Fiscal Fitness - Stephen Bossio
Creating Wealth with Lower Fees
Gordon Murray retired from a successful 25 year career on Wall Street working for the likes of Goldman Sachs, Lehman Brothers and Credit... Continue
Would you consider your life “successful?”
I am consistently surprised by how fast each year seems to pass. Twelve months ago I was making myself promises for the next year,... Continue
Don’t pass up the tax advantages of life insurance
Taxes are always a problem for affluent Americans. Fortunately, taxpayers still have access to many tax-advantaged programs, including... Continue
It’s ok, really, but you do need to get some help
The lack of wealth in America is not a function of the market but rather a function of ones behavior. A survey, reported in Investment... Continue

Stephen Bossio is a Registered Investment Advisor and the principal of Magnum Financial. He welcomes your questions and comments. Stephen can be reached by phone at 996.9664 or via email at sbossio@magnum-financial.com.
Our firm does not provide tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.