Dear Friends,
As we work through the Russia - Ukraine developing situation, thoughtful planning and ongoing opportunistic adjustments will be more important than ever. Click HERE for a look back at quarter 4 of 2022 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
FIVE STAR Wealth Manager in Boston Magazine 2011, 2012, 2013, 2014, 2015, 2016, 2018
Newsletters
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Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
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Famous People Who Died Without Proper Planning
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
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Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.