100-Year-Old Retirees Living Their Best Lives. Here Are Their Secrets to Happiness

Posted by & filed under Financial Planning, Retirement.

CMG’s Tom Mingone featured on Money.com Retirement income calculators can be a helpful starting point to gauge whether you’re on track to retire one day. But don’t stop there. “You can’t just run projections, draw conclusions, and wake up at 85 hoping you have a few bucks left,” Click here to read the full article…. Read more »

Capital Management Group of New York Announces Appointment of Kevin Small as Senior Wealth Advisor

Posted by & filed under Financial Planning.

NEW YORK, June 12, 2017 – Capital Management Group of New York, a financial services firm with $1 billion in assets under advisement and headquartered in New York, today announced that Kevin Small has joined the firm as a Senior Wealth Advisor. His appointment is part of Capital Management Group’s commitment to growth via the… Read more »

Capital Management Group of New York Announces Appointment of Brian Edward McGuinness as Senior Wealth Advisor

Posted by & filed under Financial Planning.

NEW YORK, June 14, 2017 – Capital Management Group of New York, a financial services firm with $1 billion in assets under advisement and headquartered in New York, today announced that Brian Edward McGuinness has joined the firm as a Senior Wealth Advisor. His appointment is part of Capital Management Group’s commitment to growth through the… Read more »

The checklist every adviser needs to serve LGBT clients

Posted by & filed under Financial Planning.

From Financial-Planning.com 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 »

Retirement Income Is Falling Short in All but These 3 States

Posted by & filed under Financial Planning, Retirement.

From Money.com  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 Bankrate.com. Incomes for… Read more »