Author Archives: ianfilippini

About ianfilippini

Ian Filippini is a young president of Montecito-based Filippini Financial Group(i.e. Filippini Financial Group, Inc.). Filippini Financial Group, Inc. a true wealth management advisory firm, we understand our clients desire one full-service group they can turn to for all of their financial needs.

Budgeting Basics by Ian Filippini

Let’s face it: Nothing in life ever goes exactly as planned. And that goes double for money matters. How many times has this happened to you? Just when you think you finally have some breathing room in your budget, an … Continue reading

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Implementing a Cafeteria Plan in Your Business-Ian Filippini

Internal Revenue Code 125 allows an employer to implement an employee benefit plan, which allows employees to select the benefit programs they prefer. The plan offers two or more options and the employee chooses the option most appropriate for him … Continue reading

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The Role of Life Insurance in an Estate Plan -by Ian FIlippini

Life insurance can play an important role in your estate plan. It is often necessary to support your family after your death or to provide liquidity. Not only do you need to determine the type and amount of coverage you … Continue reading

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Planning for The “Golden Years”-by Ian Filippini

Montecito-17 Dec 2010-There’s a saying that if you have your health, you have everything. Well, that’s not exactly true – without adequate resources, you could enjoy a long, healthy retirement at a far lower standard of living than you’d prefer! … Continue reading

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Year-End Financial Planning: A Checklist-by Ian Filippini

The best financial decisions are made with the benefit of time, thoughtful consideration, and trusted professional advice. As tax time approaches, take the time to prepare for sound long-term financial decisions and minimize expenses, taxes, and the headache of organizing … Continue reading

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Mutual Funds: From Mystery to Mainstay-By Ian Filippini

With more than 10,000 mutual funds now available, and most working Americans contributing to them via their employer-sponsored plans, mutual funds are no longer the mystery they once were. Instead, they’re the mainstay of many family’s investment portfolios. But if … Continue reading

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How Capital Gains from the Sale of a Home Are Taxed-By Ian Filippini

For most of us, our home represents our largest asset. Over time, the management of this asset can make a big difference in our overall financial outlook. One of the largest planning opportunities home ownership brings is the favorable tax … Continue reading

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