The checklist every adviser needs to serve LGBT clients

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From July 22nd, 2016 By Thomas Mingone Since the U.S. Supreme Court constitutionalized same-sex marriages last year, there are now approximately 491,000 same-sex marriages in the U.S.; 123,000 marriages more than prior to the ruling. This landmark recognition ensured that all married gay clients are entitled to a plethora of financial planning strategies and workplace… Read more »

NYC Firm Capital Management Group Adds Philip Cracchiola to Team

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NEW YORK, NY–(Marketwired – May 25, 2016) –  Capital Management Group is a comprehensive financial services firm with $1B assets under advisement and headquartered in New York Cracchiola has been with AXA Advisors, LLC for twenty nine years Capital Management Group, a comprehensive financial services firm with $1B assets under advisement* and headquartered in New… Read more »

Retirement Income Is Falling Short in All but These 3 States

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From  May 23rd, 2016 By Elizabeth O’Brien What do retirees in Hawaii, Alaska, and South Carolina have in common? Turns out seniors in those three states share something significant: retirement incomes that equal at least 70% of the income they earned in their working years, according to astudy released today by Incomes for… Read more »

Getting the Most Out of Your Tax Review Meetings

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From, March 18th 2016 By Thomas Mingone Increasingly, we live in a do-it-yourself world. YouTube videos walk us through simple home repairs that minimize the need for plumbers and electricians. Sophisticated robo-advisor algorithms allow self-directed investors to build and automatically rebalance their own portfolios. And user-friendly tax software from the likes of Intuit and… Read more »