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
It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often brings comfort, it doesn’t alleviate every fear, insecurity
In our current environment, where political news comes from every direction, it’s important to remember the importance of impartiality in your portfolio. There is a certain allure of aligning your
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
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
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
Money is an emotional topic. Whether we are saving money or spending money, we usually make those decisions based on how it makes us feel rather than formulating decisions based
Have you ever wondered what it would be like to work with a financial advisor? What about having a team of advisors behind you? A team that works as a
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