Martinelli Financial Services

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Address:

1101 Fayette Street
Conshohocken, PA 19428

Phone:

610-238-9900

Fax/Other:

610-238-0920

Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • Gifting Strategies

    Compare the advantages and disadvantages of different gifting strategies available for planned giving.

Retirement

  • Future of Social Security

    Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

  • Save Now or Save Later

    If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

Investing

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

Cash Management

  • Doubling Your Money

    Before making investment decisions, it is helpful to determine the real rate of return on the investment.

  • Effects of Inflation

    Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

Risk Management