When Do I Get Out?
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 I on some land we purchased last year. The land is what we hope to be a great place to relax and enjoy some of our empty nesting […]
4 Types of Accounts for your College Savings Dollars
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, 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 the average cost came to $43,280, $54,800 […]
Do You Have A Financial Plan?
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 road map and will give […]
How do I Start?
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 has their hands full with professional and […]
Marzano Capital Group – A Team-Oriented Approach
Have you ever wondered what it would be like to work with a financial advisor? What about having a team of advisors behind you? A team that works as a cohesive unit, building your financial plan, managing your risk and investments, all to help you confidently pursue your goals? One of the key differentiators in […]
3 Money Conversations to Have With Your Kids
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 where the root of the problem may lie. Financial literacy is not […]
Build, Maintain, Transfer
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 Transfer.” Below, I expand on these points and explain […]
Your Financial Quarterback
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 good. There are many moving parts to you and […]
4 Financial Resolutions for 2021
The beginning of the year is good time to review your finances and make any course corrections necessary as you continue to work towards your financial goals. Here are 4 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 a […]