Tom, Scott, and Rich at the NYC HR Summit.
Don’t risk costly IRS penalties, talk to a financial professional before making move that could directly impact your finances after losing a spouse.
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 »
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 »
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 »
CMG’s Tom Mingone was recently featured in a Yahoo! Finance article, giving advice on how couples in their 40’s can save for retirement. As ground rules, resolve to continue your 401(k) contributions and not to raid your retirement savings to pay tuition bills. Then decide with your spouse how much you will contribute to… Read more »
Happy Holidays from the CMG Family!
A picture of the CMG team after a successful walk for Autism in Rockland.
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 »
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