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HomeAuthorsJayne Di Vincenzo

Articles by Jayne Di Vincenzo

About Jayne Di Vincenzo
Jayne Di Vincenzo, AIF®, CEP®, has more than 20 years of experience as a financial advisor and wealth consultant. She holds her registrations and licenses including the 24 General Securities Principal, 53 Municipal Principal, Series 7, 63, 65, 31 with Cambridge Investment Research, Inc. Jayne owns Family CFO Services and Fiduciary EDGE Advisors LLC. Reach Jayne at 757-236-5505 or Jayne@FamilyCFOSvs.com.
Columns

It’s a great time to organize the office

February 12, 2021 Jayne Di Vincenzo 0

Are you spending more time in your home office these days? Has it been weeks since you’ve seen your desktop? Are stacks of file folders piled up on the floor and papers falling off your [Read More…]

Columns

Retirement plan loans: Do they make sense for you?

June 30, 2020 Jayne Di Vincenzo 0

Is there anything your 401(k) plan can’t do? It allows for tax-deferred earnings in traditional accounts and tax-free earnings in Roth-style accounts. And traditional plans enable you to make contributions in pretax dollars, helping to [Read More…]

Columns

Helping to care for aging family members

February 26, 2020 Jayne Di Vincenzo 0

Many adults are finding that an aging parent or family member is in need of health care assistance. Luckily, there are many options available today to help aging relatives grow old gracefully, either in their [Read More…]

Columns

Time to get ROTHified!

October 23, 2019 Jayne Di Vincenzo 0

One of the rare gifts we have in the tax code is the ROTH IRA. However, it is likely you and your family are not using ROTHs to the fullest advantage. What’s so great about [Read More…]

Columns

Planning a secure future for your child with special needs

June 25, 2019 Jayne Di Vincenzo 0

Parents of children with special needs have to consider their child’s immediate and long-term financial issues. Often, one parent may need to quit work or reduce hours, often reducing family income. Given the cost services [Read More…]

Columns

When a loved one dies… A checklist to help handle money-related decisions

February 26, 2019 Jayne Di Vincenzo 0

Dealing with the death of a loved one is already incredibly difficult. It is then compounded by the added responsibility of closing out one’s financial affairs. As a result, it can be valuable to have [Read More…]

Columns

Charitable giving is easier than you think in an estate plan

October 19, 2018 Jayne Di Vincenzo 0

Many reading this column are involved in our community: giving of time, talents and often money. That said, yet too few realize that giving in a different way may qualify for a nice tax break. [Read More…]

Columns

A gift to your family

June 24, 2018 Jayne Di Vincenzo 0

At 18, I was faced with the death of my mother. Then, at 30 I was faced with the illness of my father. Neither of my parents had planned for much of anything. Instead, my [Read More…]

No Picture
Columns

College will cost more than you think! Strategies for paying your college bill

February 26, 2018 Jayne Di Vincenzo 0

You may be considering college costs and wondering how you and your child will pay for it. And, unfortunately, most parents underestimate the total cost and haven’t saved enough. If you have done absolutely nothing, [Read More…]

Columns

Freeze your credit today, if you haven’t already

October 25, 2017 Jayne Di Vincenzo 0

Chances are you’re one of the 143 million Americans who’ve been victimized by the data breach at Equifax, one of the nation’s three major credit reporting agencies. The breach started in mid-May and lasted through [Read More…]

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