Jeffrey Marchitto

01/05/2026

Happy New Year

03/04/2025

China’s Aging Economy by Nasser Ali | Feb 28, 2025 | Client Communication, Our Insights | 0 comments China got old before they got rich! Over the past 15-20 years, there were copious calls for China’s rocket trajectory to eclipse the U.S. as the world’s largest economy. For those old enough to...

09/08/2024

Is Leasing a Car Cheaper Than Buying? Know the Costs

Understanding the options between buying and leasing a car can save you money.

09/07/2024

Consulting with a professional, especially when it comes to insurance and taxes, could save you a ton of time and hassle and money.

03/22/2024

Despite this, only 19% of Americans over 50 surveyed say they’ve done “a lot” of planning for how they want to spend time in retirement. Schedule a meeting with me today to discuss how to help make your pastimes last a lifetime.

03/19/2024

These days, couples are entering wedded life with working years under their belts, and often some sort of savings or debt. Given these realities, it's important to consider how tying the knot impacts retirement planning,

These days, couples are entering wedded life with working years under their belts, and often some sort of savings or debt. Given these realities, it’s important to consider how tying the knot impacts retirement planning, benefits, and more.

03/18/2024

Learning how to make a budget is essential for financial stability and achieving your financial goals. Whether you're just starting your career, entering college, or Read More

11/01/2023

No matter your age, these pitfalls are helpful for anyone to avoid.

Are you 60 and practically salivating at the idea of retirement? Avoid these common mistakes that can put you into dangerous territory.

10/29/2023

For those in your 30s, the time to secure your financial future is now. To ensure you can provide for yourself for years to come, your 30s are a critical period to save for retirement, develop emergency funds, etc. as you tackle new chapters in your life.

It’s easy to get caught up in the day-to-day challenges of a burgeoning career, friends and family life, but your 30s are the perfect time to get your finances running smoothly.

10/27/2023

Mindset changes will help your career thrive as AI becomes more ubiquitous. Focus on soft skills and meaningful personal interactions with others.

10/25/2023

Here's how much the typical baby boomer has saved for retirement — how do you stack up?

And if you’re behind? It’s OK boomer. There’s still some time to catch up.

10/24/2023

Estate planning 101: the earlier you start, the better

Regardless of age and wealth, virtually everyone should consider how they want their assets distributed upon their death.