How We Do Business
At every stage of life, you must make important decisions, whether it’s for your family or your business. Therefore, it’s vital that you have access to the information you need to make the best choices. First Fidelity Financial Group’s colleagues have the knowledge and experience to help you manage your finances no matter where you are in life. We’re here to help.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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"I’ve spent my entire career in the financial investment industry helping folks just like you reach your financial goals."
Herman Lewkowitz
FFFG Senior Wealth Manager
"I’ll be your collaborative partner,
not just someone who sells you a product. "
Steven Bajema
FFFG Financial Advisor
