Tradecraft Financial Group, LLC

Tradecraft Financial Group, LLC your dreams. your legacy. our passion. Joseph A. CA Ins Lic. . Please consult your own tax, legal, or accounting professionals before making any decisions.

Auteri, MSFS, AEP® is licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies. Auteri, is a Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. Auteri, is also registered as an investment adviser representative ("IAR"), unde

r Eagle Strategies LLC, a Registered Investment Adviser. Tradecraft Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Tradecraft Financial Group, LLC, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Auteri is not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered Branch Address:
1833 Montgomery Avenue
Villanova, PA 19085
(484)461-4001

Learn more about private mortgage insurance (PMI) and how it might impact buying a home.
08/16/2024

Learn more about private mortgage insurance (PMI) and how it might impact buying a home.

It's been hard to avoid private mortgage insurance in an era of rising home prices and higher mortgage rates.

If you’re managing student loan debt — and especially if you’re struggling to keep up with payments — you may have quest...
08/15/2024

If you’re managing student loan debt — and especially if you’re struggling to keep up with payments — you may have questions about recent proposals and what they mean for you. Here, frequent questions are answered.

How new government policies might benefit federal student loan holders.

For recent grads, smaller cities can offer better career opportunities and more affordable housing. Find out which city ...
08/14/2024

For recent grads, smaller cities can offer better career opportunities and more affordable housing. Find out which city is ranked number 1 and why.

For recent grads, smaller cities can offer better career opportunities and more affordable housing. Here's why this city ranks No. 1.

Today’s kids are growing up in a difficult financial landscape. Money guru Ramit Sethi shares some tips for Gen Z.
08/13/2024

Today’s kids are growing up in a difficult financial landscape. Money guru Ramit Sethi shares some tips for Gen Z.

Today's kids are growing up in a difficult financial landscape. Luckily, money guru Ramit Sethi, author of the worldwide bestseller "I Will Teach You to Be Rich," has some tips for Gen Z. When he was...

Summer fun may be priceless for kids, but it’s increasingly costly for their parents. Some go into debt to pay off a sum...
08/12/2024

Summer fun may be priceless for kids, but it’s increasingly costly for their parents. Some go into debt to pay off a summer; others adjust their work hours, scramble to find care, or have to deal with their children feeling left behind by peers headed to pricey summer programs.

Parents told BI that they're spending thousands to send their kids to camp or other summer care.

Many people don’t transition in their careers due to the fear of money and the unknown. Here’s how to set yourself up fo...
08/10/2024

Many people don’t transition in their careers due to the fear of money and the unknown. Here’s how to set yourself up for financial stability when pivoting.

Are you an adult learner thinking about college? Think about your career goals, research schools that support adult lear...
08/09/2024

Are you an adult learner thinking about college? Think about your career goals, research schools that support adult learners, apply for scholarships and grants and lean on your support network.

IRS issues new guidance for inherited IRAs, digital advertising taxes, wealth taxes, industry updates and more. Planning...
08/08/2024

IRS issues new guidance for inherited IRAs, digital advertising taxes, wealth taxes, industry updates and more. Planning ahead can help with the unexpected.

Our latest edition of Tax Breaks. Plus: IRS issues new guidance for inherited IRAs, saying no to bad tax advice, digital advertising taxes, wealth taxes and more.

Read to find out how to help avoid certain tax surprises when you sell a vacation home.
08/07/2024

Read to find out how to help avoid certain tax surprises when you sell a vacation home.

Navigate the tax downsides so you can better reap the benefits of your vacation home investment.

Did you know that over 70% of Americans over the age of 65 will need some form of long-term care in their lives? Plannin...
08/06/2024

Did you know that over 70% of Americans over the age of 65 will need some form of long-term care in their lives? Planning for retirement means preparing for life's uncertainties. This National Senior Citizens Day, reach out and let's work together to ensure you're well-prepared for the future.

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

Summer break meant spending more time with the grandkids, but what will that mean for your savings? From budgeting tips ...
08/05/2024

Summer break meant spending more time with the grandkids, but what will that mean for your savings? From budgeting tips to retirement income strategies, I can help you make the most of your retirement. Reach out, and let's discuss your goals together.

As the cost of colleges and universities continue to skyrocket, Gen-Zers are looking to trade schools to kickstart entre...
06/21/2024

As the cost of colleges and universities continue to skyrocket, Gen-Zers are looking to trade schools to kickstart entrepreneurship dreams.

Getting that important parchment from a credible non-profit or public school puts more money in your paycheck and makes ...
06/20/2024

Getting that important parchment from a credible non-profit or public school puts more money in your paycheck and makes it more likely that you get one.

When it comes to retirement savings, there's a lot to consider when preparing for the future—including managing costs fo...
06/19/2024

When it comes to retirement savings, there's a lot to consider when preparing for the future—including managing costs for extended periods of care. Read this article to learn more about how to ensure you're prepared.

Retirement planning requires thinking ahead and being flexible. Check these five items off your savings to-do list to get started.

Millions of children are now caregivers at home without any government recognition, pay or support. Nonprofits lend a ha...
06/18/2024

Millions of children are now caregivers at home without any government recognition, pay or support. Nonprofits lend a hand, but the kids need more.

Homeowners cannot avoid property taxes, but there are strategies to potentially decrease your bill.
06/17/2024

Homeowners cannot avoid property taxes, but there are strategies to potentially decrease your bill.

For dads, some decisions are easy—like deciding between charcoal or gas. However, when it comes to making important fina...
06/16/2024

For dads, some decisions are easy—like deciding between charcoal or gas. However, when it comes to making important financial decisions, having a trusted partner you can talk to can ensure your goals don't go up in smoke. Reach out and together we'll come up with a financial strategy.

Flag Day is not just about honoring our nation's symbol; it's about celebrating the financial freedom it represents. Fro...
06/14/2024

Flag Day is not just about honoring our nation's symbol; it's about celebrating the financial freedom it represents. From protecting your loved ones to saving for retirement, reach out, and I'll help you build a financial strategy that stands tall.

Today we commemorate the Stars and Stripes and celebrate the freedom it stands for.
06/14/2024

Today we commemorate the Stars and Stripes and celebrate the freedom it stands for.

Social Security benefits are a vital part of your retirement income. Know your options.https://bit.ly/4ciAA9x
06/11/2024

Social Security benefits are a vital part of your retirement income. Know your options.
https://bit.ly/4ciAA9x

Monthly survey shows American consumers feel more gloomy about the economy.
06/10/2024

Monthly survey shows American consumers feel more gloomy about the economy.

The University of Michigan's monthly survey of how Americans feel about the economy took a nosedive in May as consumers feel more gloomy.

A new study of low- and moderate-income students in California finds that most recoup their educational costs after only...
06/08/2024

A new study of low- and moderate-income students in California finds that most recoup their educational costs after only a few years.

A middle school teacher in Brooklyn, New York, is helping students gain knowledge about the stock market and investing t...
06/07/2024

A middle school teacher in Brooklyn, New York, is helping students gain knowledge about the stock market and investing through a financial literacy class.

Concerns about the future of Social Security have long been a major political issue in the United States, but a generati...
06/06/2024

Concerns about the future of Social Security have long been a major political issue in the United States, but a generational divide is now emerging that could impact the future of one of the country's most popular government programs.

Experts worry millions could “plunge into poverty.”

Tradecraft Financial Group, LLC Financial News Digest Q2
06/06/2024

Tradecraft Financial Group, LLC Financial News Digest Q2

As more than 1,000 providers shut their doors for a Day Without Child Care, we examine a few numbers that reveal why the...
06/05/2024

As more than 1,000 providers shut their doors for a Day Without Child Care, we examine a few numbers that reveal why the landscape is in crisis.

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer ...
06/04/2024

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer to your goals.
https://bit.ly/3VpYhXO

Starting your first business can be thrilling, but if you don't have all your ducks in a row, it can quickly turn into a...
06/03/2024

Starting your first business can be thrilling, but if you don't have all your ducks in a row, it can quickly turn into a nightmare. Learn how the right business insurance can help keep your dream alive. Reach out, and I can go over exactly what you need (and what you don’t) to stay protected.

Successfully running a business requires you to hold many insurance policies. Learn what types of insurance you may need to protect your small business.

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Haverford, PA
19085

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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