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Blog

man and woman sitting on rock formation by Christopher Burns courtesy of Unsplash.
Sal Pitti | May 2, 2025

Financial Planning for High-Earning Professionals

Financial Planning
Taxes
Case Study
High-earning professionals such as doctors, lawyers, business owners, and corporate executives often face unique financial challenges despite their substantial
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man kissing woman on check beside body of water by Esther Ann courtesy of Unsplash.
The Pitti Group Wealth Management | Jan 24, 2025

Inheriting Various Assets

Inheritance
IRA
Roth IRA
Taxes
This case study aims to provide a clear understanding of the tax implications of inheriting each asset type, including distribution rules, the lifetime
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The Pitti Group Wealth Management | Nov 20, 2024

The Importance of Annual Reviews

Financial Planning
Wealth Management
Estate Planning
Retirement Planning
Financial advisor
This case highlights the necessity of conducting annual financial reviews with a financial advisor to ensure that financial strategies align with changing
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The Pitti Group Wealth Management | Nov 20, 2024

Inheriting IRA's Post Secure Act

Inheritance
IRA
Roth IRA
Financial Planning
Wealth Management
Retirement Planning
The SECURE Act altered the rules surrounding inherited IRAs, particularly concerning the "stretch IRA" strategy, which allowed beneficiaries to take required
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couple standing on tree trunk looking at field and forest by Jared Rice courtesy of Unsplash.
The Pitti Group Wealth Management | Apr 22, 2024

Keep More Of What You Make

Retirement Planning
Investment planning
Fiduciary
Wealth Management
It's Not How Much You Make, But How Much You Keep
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stack rock on seashore by Jeremy Thomas courtesy of Unsplash.
The Pitti Group Wealth Management | Apr 8, 2024

How We Manage Portfolios

Investment planning
Retirement Planning
Wealth Management
Portfolio
Believe it or not, one of the things that we rarely get asked is how we manage portfolios. I’m not exactly sure why that isn’t a popular topic of conversation
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The Pitti Group Wealth Management | Mar 12, 2024

The Benefits of Making IRA Contributions Before Tax Filing Date

IRA
Taxes
Retirement
Roth IRA
Individual Retirement Accounts (IRAs) stand as powerful tools for securing a comfortable and financially stable retirement. Contributing to an IRA not only
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man and woman sitting on bench in front of beach by James Hose Jr courtesy of Unsplash.
The Pitti Group Wealth Management | Jan 30, 2024

Navigating Retirement Finances: State Tax, Estate Tax, and IRMAA Considerations

Taxes
Estate Planning
Investment planning
Retirement Planning
High Income Earners
In this article, we will explore the income tax and estate tax consequences of retirement location choices and delve into the impact of what some affectionately
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two children standing near cliff watching on ocean at daytime by Torsten Dederichs courtesy of Unsplash.
The Pitti Group Wealth Management | Jan 29, 2024

Unlocking Future Wealth: The Benefits and Rules of Setting Up a Roth IRA for Your Kids

Roth IRA
Retirement
Investing
Investing in your child's future is one of the most rewarding financial decisions you can make. While college savings accounts are common, setting up a Roth IRA
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Salvatore Pitti, CFP®, CRPS™, AIF® and Matthew Pitti, AIF® | Jan 12, 2024

Kick-Start Your Year: Top Financial Resolutions for 2024

Kick off 2024 with a fresh look at your financial goals and strategies. Check out these suggestions from The Pitti Group Wealth Management.
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man and woman sitting on cliff near body of water by Justin Groep courtesy of Unsplash.
The Pitti Group Wealth Management | Dec 27, 2023

Spousal Social Security Benefits - What To Know

Social Security
Spousal Benefits
Retirement
Retirement Planning
There seems to always be confusion about spousal Social Security benefits. Learn when to take it and how much spousal benefits can be claimed.
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Salvatore Pitti, CFP®, CRPS™, AIF® and Matthew Pitti, AIF® | Dec 14, 2023

When to Take Social Security Benefits

Wondering when to take Social Security? Consider these 10 key factors before making your decision.
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