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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 »

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NEW YORK, NY–(Marketwired – February 24, 2016) – Capital Management Group is a comprehensive financial services firm with $1B assets under advisement and headquartered in New York Hyla had previously served as an analyst at Rondeel Research Group Capital Management Group, a comprehensive financial services firm with $1B assets under advisement and headquartered in New… Read more »

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From thefiscaltimes.com, January 26th 2016 By Beth Braverman A growing number of Baby Boomers start pondering their financial legacy, helping grandchildren (and their parents) cover the skyrocketing costs of college seems like a no-brainer. Assisting with college costs is a big gift that benefits both younger generations at once, and it’s more meaningful than simply… Read more »

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From usnews.com, January 4th, 2016 By Kate Stalter Baby boomers are expected to pass along $30 trillion in assets during the next 30 years. At some point, many people begin considering how their assets, including investment portfolios, can be passed along to their children or grandchildren. Often, part of that wealth transfer occurs while all… Read more »

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From Crain’s Wealth, December 11, 2015 By Thomas Mingone, Managing Partner Over the next 40 years, it’s projected that more than $41 trillion will be inherited by the children of baby boomer parents, the single largest intergenerational wealth transfer in human history. Yet few of us have done much in the way of meaningful planning… Read more »

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U.S. consumers may be feeling more financially healthy now, but that doesn’t mean budgeting should fall off our radar — especially around the gift-giving season. Watch the video featuring Capital Management Group founder Tom Mingone, or read the article on The Street for advice on how to spend wisely this holiday.

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From AARP October/November 2015 By Joe Kita If you and your partner have been squabbling more and more about finances, you’re not alone. According to a 2012 Harris Interactive poll of 1,005 adults, the average number of money fights that couples have increases with age. Just 15 percent of 18- to 34-year-old couples said finances trigger… Read more »

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From usnews.com, September 10, 2015 By Kate Stalter There’s no question that 529 college savings plans have distinct advantages. In particular, they allow parents and grandparents to save for children’s college costs without paying any taxes on investment growth until the money is withdrawn. To avoid penalties, the money must be used for qualified education expenses. At… Read more »

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From usnews.com, September 8, 2015 By Kate Stalter It’s no secret that baby boomers and Generation X are notoriously poor savers. Whatever the reasons, there are likely large numbers from the boomer and Gen X group who find themselves unable to put away much money for their children’s college educations. Enter the grandparents. According to a… Read more »