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 […]
Marzano Capital Group: Operation Dream Coach
It is a new year, and our team has already had the opportunity to review with the many investors we serve at Marzano Capital Group. The depth of these client […]
Marzano Capital Investments: Year-End Checklist
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 […]
Marzano Capital: Nurturing Generational Wealth: Passing on More Than Money
In the realm of affluent families, securing a financial legacy is a common objective. It’s not merely about transferring wealth; it’s about imparting values, an endeavor that comes with its […]
Making Dollar$, Making $ense: Enhanced Benefits for 529 Plan Account Beneficiaries
Family members who planned ahead for college costs may now have an additional benefit available with the 529 college savings plans. For families that have funds left over in their 529 […]
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 […]
