Derek's Digest
Featured Blogs
401K Restatement FAQ
Restatement of 401K plans is something that are mandated to be restated every six years. This process can be very unfamiliar to people and feel somewhat overwhelming. In this article I go through some frequently asked questions about this process.
Biggest Financial Lesson Learned From the Pandemic
One year ago, the world stopped, businesses closed and people had their world turned upside down. Now, as we look back on the past year we begin to reflect on some of the lessons learned when hard times hit.
Additional Blogs
How the NFL Draft is Like the Stock Market
Every April, 254 amateur college football athletes realize their dream and are selected by an NFL team in the NFL Draft. Many NFL executives put their reputation and their job on the line based on the selections they make in the NFL draft. As with
Socially Responsible Investing Pt. 3
Socially Responsible Investing: Do You Have to Sacrifice Performance? There is an old adage that
Socially Responsible Investing Pt. 2
Socially Responsible Investing: How do you Manage the Managers? Let’s say you’ve made the decision
Socially Responsible Investing Pt. 1
Socially Responsible Investing: What is it? If you are passionate about a particular cause such
About the Author
Derek Mazzarella
I believe that everyone deserves to live the life they want. My purpose is to help others grow and be the best version of themselves. I do this by setting a good example, educating and managing their wellness with a focus on three key areas: health, wealth and fulfillment.
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Areas of Concentration
Small Business Retirement Planning
If you own a small business and need help planning for retirement, we can go through all the variables and seeking to ensure they are optimized for your retirement goals.
Wealth Management
For those who need a partner looking to help them bridge the gap between where they are now and financial freedom.
Employees with Stock Options/ RSUs
If an individual has stock options or RSUs and need some education and assistance with what to do with those options.