Are You Comfortable?
There is no sugar-coating it, 2022 has been a difficult year for capital markets. Not only have stocks experienced volatility, but so have bonds. We know often times this causes anxiety for investors and we certainly understand why. We have the privilege of working with a broad client base and this has taught us perspective. […]
Essential Estate Planning Documents
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 your assets. These plans require legal documents […]
From the Ground Up!
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 everyone should learn at an early age. So […]
Education, Communication, & Following the Plan
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 financial planning, investing and insurance […]
Handling Market Volatility
The team at Marzano Capital Group understands market volatility can be unnerving and down-right scary, especially when you are in the retirement red-zone. In this article, I will share with you 3 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 […]
The Unique Advantages of Health Savings Accounts
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 Health Savings Account? How does it work? […]
A Timeless Message
It is not always easy to write an article a month or more in advance of its publication and know what to write. Crafting a message that will still be very timely to keep readers attention always takes some thought. Current topics change from month to month, but with this being a January article for Forsyth Woman […]
5 Financial Resolutions for 2022
As we settle into 2022, some of us have turned our attention to sticking to our New Year’s resolutions. It’s a great opportunity to get one’s financial house in order! To that end, here are some suggested financial resolutions to start your new year off right. 1. Create a Financial Plan Consult with an experienced […]
Smart Shopping During the Holidays
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 feel regarding buying presents and making […]