Category: Retirement & Retirement Planning
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WealthTrack: “Black Swan” Advice

October 23, 2020

MACRO Consulting Group

Senior Partner Mark Cortazzo, CFP®, CIMA®, recently appeared on the financial television program, WealthTrack. He joined host Consuelo Mack to discuss retirement portfolio positioning in a...

Let Your Copilot Steer You Through Market Volatility With Confidence

August 17, 2020

Joel Morales

During times of uncertainty, you may find yourself traveling down unfamiliar roads, forced to navigate new paths where one wrong turn could have significant consequences. This is particularly true as it relates to...

How the SECURE Act Can Help Maximize Your Retirement money in a jar

How the SECURE Act Can Help Maximize Your Retirement

March 11, 2020

Heidi Heath, IACCP®

Saving for retirement just became easier and more ubiquitous for working Americans. On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed and became law on January 1,...

Person standing in front of three way arrow

When the Retirement Dream Becomes Reality, You’ve Got Important Pension Decisions to Make

August 23, 2019

Nick Spagnoletti Jr., CFP®

Congratulations! Retirement day is here (or nearly here)! Further kudos if you’re among the lucky 20% of full-time, private workers who have a qualified employer-sponsored retirement plan in place.1 When the...

Mark Cortazzo Named to Forbes headshot

WealthTrack: Disastrous Retirement Mistakes

May 20, 2019

MACRO Consulting Group

MACRO’s Senior Partner Mark Cortazzo, CFP®, CIMA®, recently appeared on the financial television program, WealthTrack. He joined host Consuelo Mack to discuss avoiding disastrous retirement...

Hand touching a chess piece

As You Get Closer to Retirement, the Rules of the Game Are Different

April 30, 2019

Nick Spagnoletti, Jr., CFP®

Whether you realize it or not, there are two distinct stages of your investment lifetime – accumulation and distribution – and the rules for navigating each stage are quite different. Many investors...

Multi-generational family sitting on a beach

Understanding the Differences Between Investment Management and Wealth Management

March 29, 2019

Andrew Despotakis, CFP®

Engaging a financial advisor to guide you on your financial journey is an important decision; equally so is understanding whether you need investment management or wealth management services. To determine which...

Hands in a circle on top of one another

Kiplinger’s: 5 Ways Your Financial Adviser Should Hold You Accountable

February 1, 2019

Mark Cortazzo, CFP®, CIMA®

Clients often equate wealth management with providing investment advice, but investments are just one subset of a strong financial plan. The others – risk management and tax planning – are also integral to the...

Grandparents holding grandchildren

Who’s Your Beneficiary?

July 19, 2018

Thomas Moyer, CFP®

When you leave this earth, many of your assets will pass on to your beneficiary designation – not necessarily according to your wishes or the conditions set forth in your will. “But aren’t they usually one in...

Two businessmen shaking hands

The Value of Working with Financial Advisors to Sell Your Business

May 3, 2018

Nick Spagnoletti, Jr., CFP®

When considering the sale of your business, there is no number more important than your number: the amount you need to net from the sale in order to meet your future goals and objectives. Finding that number...

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