Pioneer Financial Articles
Thought Leadership Articles
View the latest articles written by members of Pioneer Financial for Worth®magazine.
What does leaving a legacy mean to you?
By Kevin R. Luchetta, CFP®, AEP®
Should I have an investment policy statement and a distribution policy statement?
By Stephen A. Schwartz, CFP®, AEP®, Partner
Is there a simple method for evaluating an advisor’s performance?
By James L. DiNardo, CLU®, ChFC®, CPF®, MSFS®, Partner
How can I recession-proof my investment strategy?
By Kevin R. Luchetta, CFP®, AEP®
What key tax-planning strategies should I focus on at the end of the year?
By Stephen A. Schwartz, CFP®, AEP®, Partner
How Can I Maximize My Updated Lifetime Exemption Limits?
By James L. DiNardo, CLU®, ChFC®, CPF®, MSFS®, Partner
When should I have an open dialogue with my family about money?
By Kevin R. Luchetta, CFP®, AEP®
IS ACTIVE MANAGEMENT REALLY DEAD?
By Stephen A. Schwartz, CFP®, AEP®, Partner
What Are The “12 Pillars” Of Financial Planning?
By James L. DiNardo, CLU®, ChFC®, CPF®, MSFS®, Partner
How can I maximize retirement income while reducing inheritance taxes?
By Kevin R. Luchetta, CFP®, AEP®
Are You Winning the Tax Game?
By Stephen A. Schwartz, CFP®, AEP®, Partner
What philosophy will best help me transition from wealth accumulation to retirement income?
By James L. DiNardo, CLU®, ChFC®, CFP®, MSFS®
WHAT ROLE CAN WHOLE LIFE INSURANCE PLAY IN MY FINANCIAL PLAN?
By Kevin R. Luchetta, CFP®, AEP®
How can leverage be strategically used to protect your estate?
By Stephen A. Schwartz, CFP®, AEP®, Partner
What does the current “bear market playbook” mean for investors?
By James L. DiNardo, CLU®, CHFC®, CFP®, MSFS®
How can flipping the fundamental financial planning equation help me?
By James L. DiNardo, CLU®, CHFC®, CFP®, MSFS®
How can I best navigate an increasingly complex investment world?
By Kevin R. Luchetta, CFP®, AEP®
Is a grantor retained annuity trust right for you?
By Stephen A. Schwartz, CFP®, AEP®, Partner
What can a captive insurance company do for my business?
By James L. DiNardo, CLU®, CHFC®, CFP®, MSFS®
Can Cash Balance plans give my tax savings a tax-advantaged boost?
By Kevin R. Luchetta, CFP®, AEP®, Partner
Pioneer Financial listed in the Worth® Leading Wealth Advisors™ section should not be construed as an endorsement by Worth®, and Worth® will not be responsible for the performance, acts or omissions of any such advisor. It should not be assumed that the past performance of any advisors featured in this special section will equal or be an indicator of future performance. Worth®, a Sandow Media publication, is a financial publisher and does not recommend or endorse investment, legal or tax advisors, investment strategies or particular investments. Those seeking specific investment advice should consider a qualified and licensed investment professional. The participating advisors help to underwrite the production cost of the magazine. Worth®, WORTH® LEADING ADVISORS™, Worth® LEADING WEALTH ADVISORS™, and all associated designs are trademarks of WORTH® Media Group LLP.