Making Dollars Making Sense: Essential Estate Planning Documents
BY STEVEN GALLO, CFP®, Partner, Financial Advisor Estate planning is the process that manages and preserves your assets while you are alive and conserves and controls how they are distributed to your heirs after you pass. Irrespective of your age or net worth, an estate plan is necessary to protect yourself, your loved ones, and […]
Making Dollars, Making $ense: From the Ground Up!
BY JON MARZANO, AIF®, Founding Partner, Managing Principal In order for a community to grow and for its residents to gain a standard of living that would promote bigger families and more worker bees (young adults paying into Social Security) in the future, there is a basic set of financial awareness and understanding that I believe […]
Steven Gallo: Partner at Marzano Capital Group
Life often takes interesting twists and turns. Consider Steven Gallo, a partner at Marzano Capital Group. After growing up in Lewisville and graduating from West Forsyth High School, Steven went to NC State University and earned a degree in psychology. Yet, somehow, the road of life landed him in a great career working as […]
Making Dollars, Making $ense: Education, Communication, & Following the Plan
BY BRANDON JAMES, FINANCIAL ADVISOR We have a saying here at Marzano Capital Group that “an educated client is the best type of client.” Educating our clients and potential clients on the “what” and “why” of various financial strategies is extremely important. There are many moving parts and options to consider when it comes to […]
Making Dollars Making $ense: Handling Market Volatility
The team at Marzano Capital Group understands market volatility can be unnerving and downright scary, especially when you are in the retirement red-zone. In this article, I will share with you three tips to keep in mind when markets turn negative and news headlines are far from positive. Don’t panic! This is first and foremost. When […]
Jon Marzano: Founding Partner of Marzano Capital Group
For many, the idea of working with a financial advisory company may feel intimidating. Perhaps even cold and impersonal. But at Marzano Capital Group – that’s the furthest thing from the truth. Spearheaded by founding partner Jon Marzano, Marzano Capital Group is an organization that is built on relationships, community engagement, and connections. “My dad […]
Making Dollars Making $ense: The Unique Advantages of Health Savings Accounts
BY STEVEN GALLO, CFP®, Partner, Financial Advisor It is no secret that health insurance premiums and costs are rising every year. Due to the rising cost, folks are looking for ways to save money on medical expenses. That is where the Health Savings Account (HSA) comes in. But you may be asking – What is a […]
Smart Shopping During the Holidays
BY BRANDON JAMES, Financial Advisor The holiday season brings us good food, family time, decorations, parties, and Santa Claus. It also brings a great deal of stress for some people. One of the leading stressors of the holiday season is gift buying. There is a certain level of expectation (usually self-inflicted) that some people […]
End of Year Financial Planning Tips
BY MIKE MCGILVARY Partner, Financial Advisor As we approach the end of 2021, the team at Marzano Capital Group wants to put emphasis on a handful of important items when it comes to your personal finance. Please see below for some helpful year-end financial tips! Benefit Changes at Work: The window for open enrollment […]
When Do I Get Out?
BY JON MARZANO, AIF®, Founding Partner, Managing Principal I had a meaningful conversation with some great guys from Yadkin County the other day. Their company has been doing a little work for my wife and me on some land we purchased last year. The land is what we hope to be a great place to […]
