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Monthly Archives: March 2015

How to Build a $1 Million Retirement Plan

Posted 4:55 pm by Capital Management Group & filed under Asset Management, Financial Planning.

money

From Money.com, March 23, 2015 By Donna Rosato  and Penelope Wang The number of savers with seven-figure workplace retirement plans has doubled over the past two years. Here’s how you can become one of them. The 401(k) was born in 1981 as an obscure IRS regulation that let workers set aside pretax money to supplement their pensions. More… Read more »

How Impact Investing Differs From Philanthropy

Posted 12:46 pm by Capital Management Group & filed under Financial Planning.

investment-news

See the video of how Capital Management Group senior partner Donna Nadler discusses why impact investing is getting so much attention from investors and how it requires a different level of commitment than traditional philanthropy.

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News & Events

  • Advisor Insights – Thomas Mingone on Investopedia
  • Capital Management Group of New York Announces Appointment of Kevin Small as Senior Wealth Advisor
  • Capital Management Group of New York Announces Appointment of Brian Edward McGuinness as Senior Wealth Advisor
  • 4 Smart Retirement Moves Couples in Their 40s Should Make Now
  • Happy Holidays from the CMG Family!

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    Thomas Mingone California Insurance License #: 0D07280 Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

    Capital Management Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. PPG 130715 (10/17)(Exp 10/19)

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