Dear Friends,
As we work through the Russia - Ukraine developing situation and the conflicts in Israel, thoughtful planning and ongoing opportunistic adjustments will be more important than ever. Click HERE for a look back at quarter 3 of 2024 and our thoughts for the future.
The SECURE ACT and The CARES ACT: What's in it for ME?
Despite the contentious and partisan US political climate, congress passed NEW legislation in 2019 and in 2020 that will materially affect Retirement, Taxes, and College Savings now and for years to come.
There are several new tax provisions that may require a review of retirement and estate plans that incorporate Qualified (e.g. IRA, 401k, Profit Sharing, etc ) accounts. Click HERE for a short summary of the SECURE ACT. Click HERE for a short summary of the CARES ACT.
Feel free to contact us to have a conversation about any of the content above or to re-evaluate your overall goals and planning.
Thank-You again for your continued trust in our firm to help add clarity and confidence to your future.
Warmest Regards,
Anthony J. Marino, CLU ChFC FLMI
Marino Financial Advisors, (978) 649-2212
Newsletters
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HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates
This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.
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What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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