Latest News from The Musuneggi Financial Group

Having “The Talk”

Sounds awkward, right? Don’t worry, it wasn’t that talk. Whew!

Mary Grace spoke to a full house at Asbury Heights last week, encouraging parents and their adult children to open up a dialogue. She acknowledged that discussing a parent’s wishes for end-of-life issues like finances, medical care, and funeral arrangements isn’t a conversation anyone looks forward to; still, it is a necessary conversation to have. Having the talk means having no misconceptions about what a parent wants and how these desires can be accomplished, as Mary Grace illustrated with personal experience:

“I have one child who I believe knows me very well.  But having my wishes in writing means he doesn’t have to guess. He has a track to run on, he is confident that these are my wishes, and in a time of stress or in an emergency, he can bring logic into an emotional situation.”

One way to go from talking to planning is to complete a Family Letter. The Family Letter keeps important information in one place, and it can be adjusted as often as you like. For a complimentary copy of the Family Letter, contact us.

Christopher S. Musuneggi Named Recipient of 2013 Five Star Wealth Manager Award

We are proud to announce that Five Star Professionals, in conjunction with Pittsburgh Magazine, named our Vice President of Business Development Christopher S. Musuneggi as a recipient of the 2013 Five Star Wealth Manager Award. Christopher has dedicated his career—and the firm—to providing clients with personalized, comprehensive financial service that best suits their needs.
Christopher was profiled in the July issue of Pittsburgh Magazine.

What’s New? News & Notes!

newsandnotesWelcome to The Musuneggi Financial Group’s NEWS & NOTES, where we’ll share our insights and opinions. We’ll even shout out our big news from time to time (but we promise not to use all caps).

Stay tuned!