Retirement Planning Specialists - Wealth Management in the News

Suburban Life Magazine
Montgomery County - April 2014

Suburban Life Magazine - Montgomery County PA

Saving Grace

Retirement Planning Specialists shares six tax strategies that could save you money

"Many taxpayers let their tax preparation hang over their heads until the very last moment.  Why wait for crunch time to prepare and review your information?"

> Read Complete Article

 

Suburban Life Magazine
Montgomery County - January 2014

Suburban Life Magazine - Montgomery County PA

Unbroken Bond

Joseph P. Sarappo III explains why it is time for investors to think differently about bonds

"After a 30-year bull market in bonds, this is the ideal time to find bond funds that can produce income and growth in a tougher environment."

> Read Complete Article

 

Retirement Planning Specialists in the News

Philadelphia Magazine
2013 Five Star Wealth Manager

Philadelphia Magazine

A Personal Approach to Wealth Management

Joseph P. Sarappo selected as Five Star Wealth Manager for the third time 

The 2013 Five Star Wealth Managers are a select group, representing less than 4% of the wealth managers in the Philadelphia area.  

> Read Complete Article

 

Suburban Life Magazine
Montgomery County - January 2013

Suburban Life Magazine - Montgomery County PA

The Fiscal Cliff - What's Next?

Retirement Planning Specialists gives clients peace of mind no matter what happens

"These are scary times. People need to determine if their retirement savings are about to go over a cliff by evaluating how the new laws will affect them personally. This is best achieved by consulting an investment advisor and a tax professional that you can trust."

> Read Complete Article

 

Suburban Life Magazine
Montgomery County - January 2012

Suburban Life Magazine - Montgomery County PA

All about Defense

Why protecting retirement savings is more important than risking them

The last several years have been difficult for investors—especially for those at or near retirement age. Many have lost the life savings they worked so hard to earn because of fraud, risky investments or poor advice. Now, more than ever, the expertise of a trusted financial professional is needed.

Joseph P. Sarappo of Retirement Planning Specialists, Inc. in Willow Grove urges those near or in retirement to look for a registered investment advisor who works exclusively with retirement assets.

> Read Complete Article

 

Philadelphia Magazine
2011 Five Star Wealth Manager

Joe Sarappo Five Star Wealth Manager Philadelphia

Joseph P. Sarappo selected to receive the Five Star Wealth Manager Award 


"I am honored to have again been selected to receive the Five Star Wealth Manager award. This recognition is especially meaningful because it reflects my years of commitment to growing and maintaining truly personal client relationships in order to best meet their individual planning needs. Ongoing communication is the foundation of this partnership. Together we develop a strategy that meets tomorrow's goals as well as the needs of today."

> Read Complete Article

 

Newsweek - Wealth Managers of Philadelphia
October 11, 2010 Issue

Joe Sarappo Wealth Managers of Philadelphia

Interview with Wealth Manager Joseph P. Sarappo, III

What motivated you to get into money management?

"I grew up in a large family with three brothers, three sisters, a stay at home Mom, and a Dad who worked day and night.I learned a very valuable lesson early in life: the value of saving money. I was mowing lawns, shoveling snow, selling flowers, delivering papers and even shining shoes; all before I was 13 years old."

> Read Complete Article

 

Philadelphia Business Journal

Joe Sarappo Quoted-Philadelphia Business Journal

Recent scandals make investors more attentive

Monday, December 7, 2009

"There is definitely more awareness,” said Joseph Sarappo of Willow Grove-based Retirement Planning Specialists. “Clients question things more, and I don’t think that’s a bad thing if it weeds out a couple more bad apples."

> Read Complete Article


CNN Money

Joe Sarappo Quoted-CNN Money

Financial Planners fight Madoff taint...

December 4, 2009

Joseph Sarappo, owner of Retirement Planning Specialists in Philadelphia, sees that as the silver lining in this year's streak of financial frauds.

"With Madoff and other pyramid schemes in the news, there was an overall feeling of unease among some investors, especially those at or close to retirement age," he says. "As a result, most wealth managers will tell you that they've taken to more consistent communication with their clients."

> Read Complete Article

 

Philadelphia Magazine
2009 Five Star Wealth Manager

Joe Sarappo Five Star Wealth Manager Philadelphia 2009

Congratulations Joseph P. Sarappo on being named
2009 FIVE STAR Wealth Manager

  • Completely independent
  • More than $150 Million in managed assets
  • Specializing in Wealth Management for those at or nearing retirement, widows and divorcees

> Read Complete Article