Tradecraft Financial Group, LLC

Tradecraft Financial Group, LLC your dreams. your legacy. our passion. Joseph A. CA Ins Lic. . Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Auteri, MSFS, CPFA®, 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"

), under Eagle Strategies LLC, a Registered Investment Adviser. Tradecraft Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Neither Tradecraft Financial Group, LLC, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 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:
6106 Jensen View Avenue
Apollo Beach, FL 33572
(484) 461-4001

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and ...
06/03/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

A handful of states don't tax your capital gains, but housing, groceries, and other everyday essentials can change how m...
06/03/2026

A handful of states don't tax your capital gains, but housing, groceries, and other everyday essentials can change how much those tax savings are actually worth.

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a par...
06/02/2026

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they kn...
06/02/2026

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state...
06/01/2026

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state's tax reach.

A recent national survey focused on how American college students are feeling about their money situation at a moment wh...
05/30/2026

A recent national survey focused on how American college students are feeling about their money situation at a moment when simply a trip to the gas pump or grocery store can trigger cash anxiety.

National survey tracks with recent Utah poll regarding college-age students’ attitudes toward college, tuition.

In this week's Ask the Editor Q&A, Joy Taylor answers questions on inherited IRAs and the 10-year cleanout rule for non-...
05/29/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on inherited IRAs and the 10-year cleanout rule for non-spousal IRAs inherited after 2019.

In this week's Ask the Editor Q&A, Joy Taylor answers five questions on inherited IRAs and the 10-year clean-out rule for nonspousal IRAs inherited after 2019.

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almo...
05/28/2026

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almost three years, new data showed Thursday.

New York Fed President John Williams expressed concern Thursday about the Iran war's impact on the economy, saying it al...
05/28/2026

New York Fed President John Williams expressed concern Thursday about the Iran war's impact on the economy, saying it already has shown signs of hiking prices and slowing growth.

Williams noted that the conflict has "intensified the uncertainty" around national and local conditions.

It's a question many remarried couples face: If one spouse passes away, what happens to the inheritance if there are chi...
05/01/2026

It's a question many remarried couples face: If one spouse passes away, what happens to the inheritance if there are children from a previous marriage?

You can leave a surviving spouse financially secure without leaving your children bitter.

Address

Haverford, PA

Opening Hours

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

Telephone

+14844614001

Website

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