Many people are surprised to learn that retirement consistently ranks among life's most stressful events.
When most people think about retirement planning
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Inheriting assets doesn't always mean inheriting a tax bill. Our latest article explains the tax rules for brokerage accounts, IRAs, real estate, and more in
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In Episode 5 of The Finance Things in Life Podcast, Matt and Anthony Pitti sat down with Johnny Gabrielle, General Manager of Marina Auto Group, to discuss
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What separates the high-income professionals who build lasting wealth from those who don't is rarely talent or effort. It's whether they have a plan.
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The Great Wealth Transfer: What Families Need to Know Before $84 Trillion Changes Hands
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Dan had done everything right. At 60 years old, he had saved $2 million for retirement, maxed out his 401(k) for decades, and was five years away from leaving
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In 2016, we made the intentional decision to become an independent RIA. That move allowed us to operate under a fiduciary standard at all times - placing our
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Mike and Sarah were earning well, saving consistently, and doing all the “right” things... Or so they thought. Discover how a strategic financial plan helped
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As competition for talent intensified, the company introduced stock options as part of its total compensation package. Rather than increasing base salaries
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Being independent doesn’t mean operating in isolation. At The Pitti Group, our independence allows us to combine personalized advice with the powerful research
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Like many small and medium-sized business owners, Mark reinvested most of the company’s profits back into the business. While this fueled growth, it also meant
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It’s no secret that the stock market is up this year for the 3rd year in a row. Every year we examine portfolios in non-retirement brokerage accounts that may
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