Fitzgerald Financial Group

Fitzgerald Financial Group The Fitzgerald Financial Group provides financial advice and planning, customized for every client.

Markets head into 2026 with steady growth, strong earnings, and themes like AI shaping the outlook. Risks remain, but ex...
01/12/2026

Markets head into 2026 with steady growth, strong earnings, and themes like AI shaping the outlook. Risks remain, but expected Fed easing and resilient spending may offer support. Learn more in this post from Commonwealth’s Chris Fasciano: https://bit.ly/mrktobrvF

Where will markets go next? Commonwealth's Chris Fasciano explores the big picture and looks to the LPL Research 2026 Outlook to put the details in focus.

Storing cash in Venmo, PayPal, or Cash App? This convenient habit puts your money at risk. Find out why, and discover sa...
01/12/2026

Storing cash in Venmo, PayPal, or Cash App? This convenient habit puts your money at risk. Find out why, and discover safer alternatives that protect your cash and earn interest: https://bit.ly/jfelojF

Keeping money in PayPal, Cash App, Venmo, or another P2P payment app puts your money at risk. Here’s why, and what to do instead.

Estate planning sounds grim, but it’s really just smart prep. From naming guardians to managing healthcare wishes, organ...
01/11/2026

Estate planning sounds grim, but it’s really just smart prep. From naming guardians to managing healthcare wishes, organizing your future now saves stress for loved ones later. Here’s your 7-step guide to getting it done right:

You've probably already started the estate-planning process. We share seven steps to help you find a qualified attorney, take stock of your assets, and more.

Planning to buy a home in 2026? The start of the year is a good time to prepare, so you have all your ducks in a row bef...
01/10/2026

Planning to buy a home in 2026? The start of the year is a good time to prepare, so you have all your ducks in a row before you’re ready to make the purchase.

Look beyond your credit score. Lenders are paying closer attention to payment history and overall money habits, not just one number.
Get financially organized. Reviewing savings, debt, and monthly expenses now can make the process smoother later.
Plan for the full cost. Budgeting ahead for taxes, insurance, and repairs can help avoid financial pressure later.

Do you want to buy a house at the beginning of 2026? Learn how to prepare now so that you're well-positioned to buy in just a few weeks.

Got an inheritance coming your way? Boomers are passing down $84 trillion by 2045, but tax rules could shrink your windf...
01/09/2026

Got an inheritance coming your way? Boomers are passing down $84 trillion by 2045, but tax rules could shrink your windfall. From step-up basis perks to tricky IRA timelines, smart planning now can help you keep more.

Learn what to do next:

Got a windfall? Here's how to manage an inheritance responsibly.

Talking about death is tough, but knowing what happens to a mortgage can protect your loved ones.Mortgages don’t disappe...
01/09/2026

Talking about death is tough, but knowing what happens to a mortgage can protect your loved ones.

Mortgages don’t disappear when someone dies; payments must continue
Family can assume payments thanks to federal protections
A clear estate plan avoids delays and disputes
Learn what steps to take now:

There are multiple possible outcomes when someone with a mortgage dies. Learn what to take care of before passing, and the steps if your loved one has already died.

2026 Outlook: What’s the Big Picture?Markets head into 2026 with steady growth, strong earnings, and themes like AI shap...
01/09/2026

2026 Outlook: What’s the Big Picture?

Markets head into 2026 with steady growth, strong earnings, and themes like AI shaping the outlook. Risks remain, but expected Fed easing and resilient spending may offer support. Learn more in this post from Commonwealth’s Chris Fasciano:

Where will markets go next? Commonwealth's Chris Fasciano explores the big picture and looks to the LPL Research 2026 Outlook to put the details in focus.

Naming a 401(k) beneficiary might seem like a small step, but it can save your loved ones time, money, and legal headach...
01/08/2026

Naming a 401(k) beneficiary might seem like a small step, but it can save your loved ones time, money, and legal headaches. The right plan also ensures your assets are passed on exactly as you intend:

Designate early: Name a beneficiary now to avoid probate delays.
Choose carefully: Consider long-term outcomes for spouses, children, or trusts.
Keep them informed: Share account options and tax rules.
Learn how to make your 401(k) work for your legacy, not against it:

Leaving 401(k) cash behind can cause your heirs major headaches.

Inheriting an IRA can be both a gift and a challenge. The rules are complex, but knowing the basics can help protect you...
01/06/2026

Inheriting an IRA can be both a gift and a challenge. The rules are complex, but knowing the basics can help protect your retirement:

✅ The 10-Year Rule: Most beneficiaries must fully withdraw all funds within 10 years of the original owner's death.
✅ Minimize Taxes: Spreading out withdrawals over the 10-year period can help you manage your tax bracket and reduce your tax burden.
✅ Consult & Communicate: If there are multiple beneficiaries, consider separating the account.

Learn what steps to take when managing an inherited IRA: https://bit.ly/fgufjsuoiklW

Managing inherited IRA distributions can be a tricky proposition. Take the time to learn the process and avoid prohibitive tax penalties.

Resolutions fail, plans work—your 2026 money reset doesn’t need to be extreme.Create a simple budgetCheck your credit re...
12/31/2025

Resolutions fail, plans work—your 2026 money reset doesn’t need to be extreme.

Create a simple budget
Check your credit report
Start a small emergency fund
Learn how to build goals you’ll actually keep. https://bit.ly/nMfesW

The start of a new year usually brings new motivation to achieve goals. Sometimes it involves eating healthier or finally cleaning your basement.

Forget the new car—build real wealth with these simple habits:✅ Align spending with purpose✅ Invest in yourself✅ Protect...
12/30/2025

Forget the new car—build real wealth with these simple habits:

✅ Align spending with purpose

✅ Invest in yourself

✅ Protect tomorrow’s options

Read timeless money lessons from a dad who got it right: https://bit.ly/yrsxsT

Money expert Brian Page shares the timeless financial lessons he learned growing up with a frugal father. "While others rushed to buy the newest car or gadget, he was content with what he had," he writes. "That mindset made him the quintessential millionaire next door."

Waiting for mortgage rates to hit a “perfect” number could mean waiting longer than you think. Rates have decreased from...
12/27/2025

Waiting for mortgage rates to hit a “perfect” number could mean waiting longer than you think. Rates have decreased from last year, but experts anticipate only modest changes in 2026. Learn why buying or refinancing sooner could still make sense:

Mortgage rates have barely moved this week. Rates have been stagnant for a few weeks, but will they drop in 2026? Learn more about when mortgage rates will go down.

Address

727 E. Landis Ave. Suite 1
Vineland, NJ
08360

Opening Hours

Monday 9am - 5pm
Tuesday 7am - 7pm
Wednesday 7am - 7pm
Thursday 7am - 7pm
Friday 8am - 5pm

Telephone

+18566920022

Website

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Fitzgerald Financial Group

The Fitzgerald Financial Group provides financial advice and planning, individually tailored for each client. John Fitzgerald is President and lead Financial Advisor of the Fitzgerald Financial Group, which is an affiliate with Commonwealth Financial Network, our Broker/Dealer. As your financial advisor, Fitzgerald Financial Group can help you define and strive to meet your goals, by delivering a vast array of resources to you. We do this in the way that is most appropriate for how you invest, and what you want to achieve. By working together, we can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and ex*****on platform, and a full spectrum of investment choices.

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

This communication is strictly intended for individuals residing in the states of DE, FL, GA, MD, ME, NC, NJ, PA, VA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.