Savino Advisory Group

06/24/2026

We'd like to continue my series of posts from yesterday discussing the several different avenues to help you create a plan for your financial future.

Day 2: Maximizing Social Security
“When is the best time to start taking Social Security?” and “How do I maximize my benefits?” are common questions in Orange County.

Savino Advisory Group partners with Dr. Laurence Kotlikoff, the nation’s leading Social Security expert, to provide precise analysis.

We show you exactly when to claim and which benefits you qualify for so you can get the most out of this important retirement income source.

Call us at 949.748.1900 if you want to maximize your benefits.

Tom Savino and the team at Savino Advisory Group are here to help.

06/23/2026

At Savino Advisory Group, Tom and Joan Savino specialize in several different avenues to help you create a plan for your financial future. If you’ll indulge us, we'd like to do a series of posts on why these avenues matter.

Day 1: Retirement Income Planning
“How much do I need to retire in Orange County?” and “How do I plan my retirement income?” are daunting questions with many unknowns.

Savino Advisory Group helps you build a solid retirement income foundation tailored to your lifestyle, risk tolerance, and goals.

Tom Savino creates personalized plans so your portfolio can support a retirement that may last 30+ years, with secure monthly income, lower taxes, and coverage for long-term care — all while preserving your quality of life.

Give us a call today: 949.748.1900
Visit https://savinoadvisorygroup.com/

Serving Newport Beach and Orange County, California — reach out to Savino Advisory Group.

06/22/2026

Many couples are unknowingly leaving free money in their employer’s pocket.

By not coordinating 401(k) contributions around the better match, the average couple can miss out on $757 per year.

This short article explains the easy fix most people miss:
https://www.investopedia.com/one-retirement-savings-move-married-couples-may-be-overlooking-11994401

If you’d like to explore many more ways to strengthen your retirement strategy, give Tom and Joan Savino a call over at Savino Advisory Group today.

Its time to have a relaxed conversation about your financial goals. Call: 949.748.1900
Learn More: https://savinoadvisorygroup.com/videos/

Couples who coordinate their 401(k) contributions could save more for retirement. Here's how to do it.

06/18/2026

RETIREMENT IN SOUTHERN, CALIFORNIA
Wealth management is more than what you do — it’s also who you know. Savino Advisory Group is here to help guide your retirement income planning so you can enjoy the life you were always meant to lead.

Problems We Solve:
Retirement Income Planning
Long-Term Care
Assets Under Management
Maximizing Social Security
Leaving a Legacy

Visit Us:
4101 Birch Street, Suite 110, Newport Beach, CA 92660

Call Us:
949.748.1900

Read On:
https://savinoadvisorygroup.com/

06/17/2026

Father’s Day Wisdom for a Trillion-Dollar Era

A thousand seconds.
A million seconds.
A billion seconds.
A trillion seconds — more than 31,000 years.

In a world where trillion-dollar valuations are discussed casually, maintaining perspective has never been more valuable.

This Father’s Day, I’m reflecting on the enduring lessons that help us navigate big moments: discipline, long-term thinking, and the courage to stay the course when others are distracted by the spectacle.

If this weekend brings to mind a father, mentor, or teacher who influenced your thinking, I encourage you to reach out and express your gratitude.

And, if you’re looking for a trusted partner to help you build a sophisticated, resilient financial strategy, I’d welcome the conversation.

Visit Us
4101 Birch Street, Suite 110, Newport Beach, CA 92660

Call Us
949.748.1900

Learn From Us
https://savinoadvisorygroup.com/

06/16/2026

Retirement Planning & Long-Term Care Done Right.

At Savino Advisory Group, Tom Savino helps individuals and families across Orange County and Southern California build personalized retirement plans designed to deliver reliable monthly income and protect against the biggest risks — including long-term care costs.

With over 29 years of experience and a focus on asset protection through stop-loss strategies, we provide clear, individualized solutions so you can enjoy retirement with confidence.

Ready to chat?

It costs nothing for an initial consultation.

Call Tom today:
(949) 748-1900

Or contact us online:
https://savinoadvisorygroup.com/contact/

06/15/2026

Over the years, I’ve learned that the question “How much do I need to retire?” is rarely answered by a dollar amount alone.

The most successful conversations begin with life, not ledgers. We talk about where clients want to live, how they want to travel, whether they’ll support family, and what a fulfilling week in retirement feels like to them.

Only then do the projections make sense.

The truth I share with every client: Retirement confidence doesn’t come from having the most money. It comes from knowing exactly what you’re retiring to, and having a plan built around that vision.

Give us a call to build a retirement plan for your future. Let's talk about your dreams today. Call 949.748.1900.

06/11/2026

At Savino Advisory Group, we’re proud to serve families across Orange County and Southern California with personalized retirement and financial planning.

Our office is conveniently located and easy to reach. https://maps.app.goo.gl/3iCLKzcaFhJbQ6ZX8

Whether you’re looking to create a reliable monthly retirement income, plan for long-term care, or protect your investments against market volatility, we provide clear, customized strategies tailored to your goals.

With nearly 30 years of experience, Tom Savino specializes in helping clients build secure retirement plans while addressing taxes, Social Security, and legacy planning with integrity and care.

We look forward to welcoming you in person.

Tom Savino
Savino Advisory Group

Have questions or ready to schedule a conversation? Send us a message or give us a call: ‭(949) 748-1900‬.

We’re here to help you plan with confidence.

06/10/2026

Even if soccer isn’t usually on your radar, the upcoming World Cup excitement is hard to miss. Fans embrace the strategy and patience of the long game, while others find the lower scores less engaging.

Soccer encourages us to observe more carefully. The standout moments are built slowly through intelligence, teamwork, and steady effort, elements you miss if you focus only on the scoreboard.

Your financial journey works exactly the same way. The most important progress is often the quiet kind, shaped by consistent habits that don’t look dramatic from the outside.

Life, like the match clock, keeps moving forward. Getting your affairs in order, saving regularly, investing thoughtfully, and repeating smart choices may not feel flashy, but they deliver real strength and momentum over time.

That’s part of what makes soccer “The Beautiful Game”. Its connected to how life works. Whatever the pace or momentum of your financial story right now, Tom and Joan Savino at Savino Advisory Group are here with our .

Let’s create a winning long-term strategy together. Call us: 949.748.1900.

Learn More: https://savinoadvisorygroup.com/

06/09/2026

Nearly 20% of Americans 65 and older are working or actively looking for work (12% full-time, ~7.5% part-time).

This trend is reshaping retirement income, healthcare, and legacy planning. What does your retirement look like? Its time to have that conversation.

Full Investopedia article: https://www.investopedia.com/how-many-americans-work-past-65-the-numbers-behind-today-s-changing-retirement-11983958

Let’s schedule a free, no-obligation review, and create a financial plan for your future. Give us a call today. Call 949.748.1900.

Working later in life is more common than many assume—but how many Americans stay employed, and how has that changed over time?