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 climat
e, 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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The United States Is Older Than Ever Before
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
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HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.
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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.