The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning. After all, you’ll need to
Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths, if left unchecked, can result in financial shortfalls or a
There’s growing evidence of the value that financial advisors bring to the table, beyond investment management. This concept, often referred to as “Advisor Alpha,” has been championed by Vanguard and
When planning for retirement, we often focus on the accumulation phase: saving diligently and investing wisely. We spend 40 or more years of our lives focused on building the proverbial
We save money for different purposes; retirement, travel, unexpected expenses, home renovations, etc. Here at Marzano Capital Group, we are big proponents of the “multiple bucket approach”. Different buckets (or
As you may already be aware, the earliest someone can begin drawing Social Security benefits is at age 62. As you enter the red zone for retirement or perhaps are
As this final quarter of 2023 begins, it is time to ensure that you have taken care of a couple of things. I’m going to share with you a checklist
When it comes to financial planning, common topics are stocks, bonds, savings rates, growth rates, social security, pensions, etc. We also believe that insurance should be a part of the
At Marzano Capital Group, we believe that everyone should have a written financial plan. The main purpose of having a plan is so that you can see your financial assets
The holiday season brings us good food, family time, decorations, parties, and Santa Claus. It also brings a great deal of stress for some people. One of the leading stressors
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