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 […]
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 […]
