Challenges with the Mindset Shift: A Common Experience for Retirees
Our office has the privilege of not only managing client assets, but coaching folks through life milestones. I personally have met with a few clients recently that have been experiencing […]
Marzano Capital: “Have You Reviewed Your Insurance Policies Lately?”
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 […]
Marzano Capital: Strategies for Building Wealth and Achieving Financial Independence
The desire to achieve financial independence and establish lasting wealth is something that resonates with everyone. It may sometimes feel like an unattainable dream, but with the right strategies and […]
Marzano Capital Group: Why Us? Why Now?
With a multitude of choices available to investors in this modern day, why would someone hire Marzano Capital Group as their Registered Investment Advisor or their financial professional? I have […]
Marzano: What’s My Number?
Our team has the pleasure of engaging in life planning conversations with clients and potential clients often. We consider this trust a great privilege. One of the most rewarding aspects […]
Do You Have a Financial Plan?
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 […]
Three Benefits of Powering-Up Your 401(k)
The contribution limits for 401(k) plans increase for tax year 2023. For those looking to max out their plans, the most you can contribute will be $22,500—an increase of $2,000. […]
New Year’s Resolutions
Making a New Year’s resolution can come with a little hesitation. By that same token, we know that the start of the year is always a good time to assess what’s […]
Three Themes for Investors in 2023
2022 was quite the year. We saw the Federal Reserve raise interest rates rapidly in hopes of combating inflation, major stock and bond indices experience losses, and the mid-term elections […]
Smart Shopping During the Holidays
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 […]
