Posts Categorized: 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 »
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 »
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 »
From usnews.com May 16th, 2016 By Christine Giordano You know that icky feeling. Your friends are all about to do something fun, like head to Las Vegas, and you can’t quite afford it. Or maybe it’s your turn to be generous and grab the check, but you know you’ve been spending way too much. Perhaps… Read more »
From accountingweb.com, 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 »