Making Dollars. Making Sense: The Long Term Care Dilemma
As our business and our clients mature, so do the topics that tend to take center stage in client reviews and discussions. Over the past several years, the topic of health care […]
Making Dollars Making Sense; Retirees, What’s Your Withdrawal Strategy?
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 […]
How a Financial Advisor Can Help Lower Your Tax Bill
Tax planning is a vital part of any wealth management strategy, but reducing your tax burden is not always a straightforward process, especially for individuals with more complicated returns. Careful […]
Making Dollars, Making Sense: 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 […]
Answering Your Kids Toughest Money Questions
Kids ask tough questions about money. It’s how they learn. As a parent, these are teachable moments that offer a chance to impart some financial wisdom to them. Start by […]
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 […]
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 […]
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 […]
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 […]
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 […]
