Retirees, What’s Your Withdrawal Strategy?
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 […]
Social Media’s Impact on Your Money Mindset
There are a variety of viewpoints on how social media influences our society – both good and bad. After all, some people are spending hours a day on these platforms […]
Trust Me, It Works!
In my professional opinion, one of the most impactful things you can do to take back a little time every day for yourself is to turn off or limit the […]
Wealth Concentration Risk
Simply put, Concentration Risk is having too much of your net worth tied up in one investment. The investment could be an individual stock-we see this a lot with equity […]
The Importance of Multiple Buckets
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 […]
5 Ways to Incorporate Unexpected Cash in Your Financial Plan
5 Ways to Incorporate Unexpected Cash in Your Financial Plan By: Steven Gallo, CFP®, Financial Advisor Receiving an unexpected sum of money can be a welcome surprise, but deciding what […]
Do You Need a Family Financial Summit?
A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it. Essentially, it’s […]
The Never-Ending Pursuit of Money
What would it be like to be ultra wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing a luxury yacht across the Mediterranean? What about chartering […]
3 Lesser-Known Milestones As You Enter Retirement
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 […]
Protect Your Children From Their Inheritance
Wealthy families often find themselves grappling with how to effectively pass along assets to their children while ensuring those children are ready for the responsibility. As we tread towards the […]
