Joe DeLisi, CFP®, ChFC®, CExP®
Financial Advisor

With almost two decades in the financial services world I have vast experience in observing the human animal. I have counseled hundreds...

I’m a University of Maryland alumnus. I spend all of March explaining to my wife and children what a Terrapin is (a vicious,...

I used to hate change. When I was a kid, I was the last one to take off my “Jams” shorts and my “Air Jordan” Hightop shoes. I walked...

In 1983, I was in the third grade. That’s when I first realized that money was important. I can remember vividly that the concept of a million dollars meant you were really rich. $1,000,000 was such a magical number and it still is…and that’s a HUGE problem! What I‘m saying is in the last 33 years people have held on to the $1,000,000 number as if it were the ultimate destination. But let this sink in for a second: $1,000,000 in 1983 money is only worth $274,000 in 2016

Job Description: I am looking for a team player with strong analytic, mathematic and research skills. Your daily responsibilities are to...

Principles matter. Principles, rather than feelings, allow you to know what to do when life gets confusing. In the midst of chaos, you...

I started in the financial advising business in 1998. Windows ’95 was still a baby and the internet had not yet made it’s mark (most...

I can sum up almost 20 years of experience in the world of personal finance in four words. In my business I travel a lot to speak at various functions. When I speak, it can be for anywhere from two hours to two days. No matter the venue or the duration of the event, the question I am most asked is, “What’s one piece of advice you have for someone just starting out?" This is a great question, and I actually have a great answer. First, in order to take this advice, you