BY ANTHONY PELLEGRINO, REGISTERED INVESTMENT ADVISER
PUBLISHED 1 APRIL 2020
The SECURE Act has changed a lot of the retirement rules we’ve been living by for years. Take a look at the most significant changes and see how you might be affected.
BY ANTHONY PELLEGRINO, REGISTERED INVESTMENT ADVISER
PUBLISHED 17 JANUARY 2020
Have you ever noticed how few people over 60 years old are in line for the roller coasters at a theme park? You see plenty of older visitors enjoying the other attractions,….
BY ANTHONY PELLEGRINO, REGISTERED INVESTMENT ADVISER
PUBLISHED 30 OCTOBER 2019
To safeguard your financial health, now would be a great time to give your holdings a thorough checkup, looking carefully for any potential weak spots.
BY ANTHONY PELLEGRINO, REGISTERED INVESTMENT ADVISER
While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities to manage your tax bill.
Our accomplished advisors, Phillip Shaw, CFP®, and Kamil Bonifaciuk, Candidate for CFP® Certification, are here to help guide you to the retirement you deserve.
CFP® professionals meet rigorous education, training, and ethical standards in prioritizing their clients’ best interests for a secure tomorrow. Congratulations to them on their CFP® certifications!
Phillip Shaw, CFP®, Justin Reppy, and Richard Lombard have been named Five Star Wealth Managers as voted by their clients and peers. Congratulations to you all!
Anthony Pellegrino has ranked in the top 1 percent of safe money specialists in the nation and was named one of the top 10 Advisors in America in 2013.
Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG).
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“The Changing Story of Retirement” report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
* The network and publication appearances listed do not represent any endorsement, level of expertise, recommendation, or any affiliation with Goldstone Financial Group.
