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 already retired, I want to share three less common retirement age milestones that are important pieces of your overall financial plan. The first of these […]

Making Dollars, Making $ense: 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 of our role as financial advisors is helping folks determine their “number.” A recent conversation with a potential client comes to mind. In the initial […]

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 own set of complexities. Drawing from my experience as a financial advisor, let’s explore this vital issue. One concern commonly voiced by affluent parents and […]

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 savings vehicles) should be used for different purposes.  Here are the different buckets I am referring to: Emergency Fund – There is no exact science […]

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 what we call, “challenges with the mindset shift.” Most investors we work with invest 30 plus years to accumulate and build their family’s net worth. […]

Making Dollar$ Making $ense: Why Us? Why Now?

by JON MARZANO, AIF®, Founding Partner, Managing Principal 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 been asked that question many times over the last 20 years.  In reality, the question is a great […]

Marzano Capital Group – Alyssa Wells: Master of Details

photo by CARRIE ALLEN The first smiling face you’ll probably get acquainted with at Marzano Capital Group in Clemmons is Administrative Manager – and coordinator of countless details – Alyssa Wells. While she’s busy with a daily to-do list that encompasses a wide range of duties, Alyssa is always a constant bright force around the […]

Financial Decisions: Emotions vs. Logic

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 on logic.  However, emotions are probably what motivate us to save to begin with.  Feeling the need to save for a house, retirement, or even […]

Marzano Capital Group-Angela McGilvary: Joy in Serving

Angela McGilvary is one of those fortunate people who can say their career truly brings them joy.  As a Partner and Branch Operations Manager for the Marzano Capital Group in Clemmons, NC, she is inspired every day to serve the group’s equally fortunate clients. “We have built our company on the basic fundamentals of providing […]

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