Dale Lazzarone, LUTCF®
Romeo "Ro" Lazzarone, LUTCF®
When it comes to insurance and financial strategy, it's important to rely on experienced professionals rather than just the information from newspapers, seminars, websites, social media, cable TV, or friends. The Lazzarone Group, LLC is a team of experienced professionals with over 60 years of combined experience in business and personal insurance, and financial services. Dale, Ro, and their staff offer a range of services including business continuation solutions, executive benefits, retirement strategies, estate planning, health insurance, charitable giving, life insurance, Long Term Care Insurance, disability insurance, and employee benefits for small and large groups. They are also affiliated with NYLIFE Securities LLC and can provide mutual funds, 529 Plans, variable universal life (VUL), and variable annuities. The Lazzarone Group specializes in financial and estate strategies, closely held business solutions, and employee benefits. If you're feeling overwhelmed about preparing for your financial future, don't worry - you don't have to do it alone. The Lazzarone Group can help you identify your financial needs and determine which insurance and/or financial products can best help you meet your objectives.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.