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At Bongiovanni Insurance & Financial we believe in the importance of getting to know someone before giving financial advice. We want to know your situation, your life goals, and your financial aspirations before we make recommendations. Because we are independent representatives, we have the resources to formulate a financial plan, with you, based on your needs and wants. Every situation is different, and the financial plan for that person or business should be as unique. Never has it been more vital to have an advisor who cares about your future as much as you do.
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Millennials with money in the bank are big on saving—but they’re not so eager to invest. A new report from Merrill Edge, a retail banking division of Bank of America, which surveyed over 1,000 affluent Americans, paints a portrait of a young generation that prides itself on thrift. More than a third (38%) of respondents…
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Meghan Markle now has a personal assistant appointed by the royal family. The assistant, Amy Pickerill, has been a senior communications officer for Kate Middleton, Prince William, and Prince Harry for over a year. Pickerill will help onboard Markle and manage her scheduling.