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.
OAK BROOK TERRACE, Ill., May 10, 2016 /PRNewswire/ — Anthony Pellegrino and Michael Pellegrino, principals in Goldstone Financial Group, were among four featured hosts March 29-April 1 at The Journey: Atlanta, an exclusive training event for several of the top financial professionals in the United States.
For many people, contemplating how much money you’ll need in retirement is as pleasant as thinking about your mortality. However, not thinking about it is a surefire way to guarantee your retirement won’t be everything you want it to be.
While cruising down the road to retirement, there’s one question everyone needs to stop and ask: Am I going to have enough money to live on? The answer depends on how you live, how much money you have, and who you have managing that money.
As Warren Buffet once said about investing: “Rule #1: Never lose money. Rule #2: Never forget rule #1.” Anthony and agree those are two very good rules, coming from a billionaire and arguably the greatest investor in history.
Widely known throughout Chicagoland, Goldstone Financial Group’s Principals, Michael and Anthony Pellegrino, take an unconventional and evolved approach to investing. These brothers share their expertise with radio audiences on Securing Your Financial Future which airs on WLS AM 890 weekly.
Five Star Professional partnered with Chicago Magazine to determine the wealth managers in the area who provide exceptional service and overall satisfaction. The Five Star Professional research team contacted clients, peers and industry experts and asked if they had experience working with a wealth manager.
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®, and Justin Reppy, 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.
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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.
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