4 Types of Accounts for your College Savings Dollars
BY STEVEN GALLO, CFP®, PARTNER, FINANCIAL ADVISOR It’s no secret that college is one of the major expenses most folks will face. In a 2020 report titled, Trends in College Pricing and Student Aid[1], the College Board indicated the average annual in-state cost of attending a four-year public college came to $26,820. For out-of-state students […]
Do You Have a Financial Plan?
BY BRANDON JAMES, FINANCIAL ADVISOR 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 in a detailed and organized manner and how they relate to your overall goals. Having a plan is like a […]
How Do I Start?
BY MIKE MCGILVARY, AIF®, PARTNER, FINANCIAL ADVISOR How should I start investing? This is a popular question our team has received for many years now. With so many opinions floating around due to the age of social media and technology, it can become quite overwhelming. This may be even more true for the individual that […]
The 50/30/20 Rule
The 50/30/20 Rule BY JON MARZANO AIF®, Founding Partner, Managing Principal If you’re like millions of Americans, you often live from paycheck to paycheck, working to just “get by” without the opportunity to develop significant wealth or long-term savings. And unless you’re the chairman of a Fortune 500 company or a recent lottery winner, chances […]
Making Dollars Making $ense: 3 Money Conversations to Have with Your Kids
3 Money Conversations to Have with Your Kids BY STEVEN GALLO, CFP® Recently, the FINRA Investor Education Foundation ran a study with results showing that financial literacy was a strong indicator of positive future financial outcomes for people (Williams, 2020). Another study indicating how critical the knowledge and skills needed to managing money are, shows […]
Making Dollars, Making $ense: Build, Maintain, Transfer
Build, Maintain, Transfer BY MIKE MCGILVARY, AIF®, FINANCIAL ADVISOR What can a financial advisor do for you? I believe this is a very valid question as many financial professionals hold themselves out as “Financial Advisors” and it can become a bit confusing for investors. One of our mottos in the office is “Build, Maintain and […]
Your Financial Quarterback: BY BRANDON JAMES
BY BRANDON JAMES, FINANCIAL ADVISOR AT MARZANO CAPITAL GROUP Having an orchestrated approach when it comes to financial planning is just as important as a pre-snap huddle for a football team in the red zone. If everyone on the team is not running the same play, the likelihood of a successful outcome is not very […]
Making Dollars Making $ense: Positives of the New Reality
BY AL SEYMOUR, ChFC®, CLU®, CRPC®, CASL®, AEP®, CAP® Wealth Manager There are many topics written on the “New Reality” since Covid-19 and how it has changed the way we think about and deal with matters concerning different aspects of our lives. Many of these focus on the negatives, but I would like to touch […]
4 Financial Resolutions for 2021
BY STEVEN GALLO, CFP® The beginning of the year is a good time to review your finances and make any course corrections necessary to achieve your financial goals. Here are four things you can do to help get your financial house in order. Calculate your personal net worth. It does not have to be complicated. Make […]
Making Dollars Making $ense: Are you working with a forward-looking firm?
BY MICHAEL MCGILVARY Financial Advisor At Marzano Capital Group, we believe that the world of investment management has changed for the better over the past few years. You may have heard me say this before in previous articles, but the role of financial advisors has changed from product-oriented client relationships to advice-based client relationships. The […]
