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
Improving Your Financial Health
This year is almost in the record books and we hope that our readers have had an opportunity in 2023 to take away bits and
Calculating Home Affordability
You have your sights on that gorgeous house with the quintessential white picket fence. It is perfect in every sense. Before you dive into full-on
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
Enhanced Benefits for 529 Plan Account Beneficiaries
Family members who planned ahead for college costs may now have an additional benefit available with the 529 college savings plans. For families that have funds
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 of