Retirement Planning
Retirement income plans are not just for the wealthy. As you near retirement, you need a plan designed to weather any type of market or economic environment that may lie ahead.
Long-Term Partnerships
We are committed to remaining by your side as long-term partners in achieving the results you desire.
Smart Wealth Managment
We utilize a systematic rules-based approach and hedged equity strategies to maximize returns and minimize losses in all market environments.
Lifetime Income
We design income plans that incorporate insurance and investment vehicles to create opportunities for long-term growth and guaranteed income throughout your retirement.
This Is How 401(k) Fees Could Affect Your Retirement Savings
While many Americans look forward to their retirement years, saving for this time period can bring a lot of stress. A majority of workers participating in a 2017 AARP survey said they felt that they did not have enough saved for the various expenses, both expected and...
The Basics Behind Choosing the Best Retirement Account for You
While historically people could count on Social Security and pension plans to provide a comfortable income during retirement, people today need to save and invest as they prepare for life after work. Luckily, there are wide variety of retirement plans available....
3 Valuable Lessons You Learn When You Start Saving for Retirement Early
One of the most common questions people ask their financial advisors is, when should I start saving for retirement? Virtually across the board, financial advisors will say that you should start as early as possible—ideally when you’re in your 20s and have just...Ways to Build a Lasting Legacy Plan
Retiring well requires implementing a set of plans that will last. Making these arrangements can feel cumbersome and bring up awkward family conversations, but it doesn’t have to be that way. Goldstone Financial Group’s owner and principal Anthony...Understanding the True Cost of Hidden Fees With Goldstone Financial Group
Anthony Pellegrino | Goldstone Financial Group A 1% fee doesn’t seem like much at first glance. After all, basic math tells us that it would only claim a single dollar out of a hundred or ten out of a thousand. To a new investor or aspiring retiree, signing over one...Social Security Updates
Good news for retirees: Social Security benefits are scheduled to increase 2.8 percent in 2019, the biggest bump since the 3.6 percent increase in 2012.The average beneficiary – who received about $1,405 a month in 2018 – can expect to see just over $39 more each...What Should You Look for in a Financial Advisor?
All financial advisors are not equally helpful. In this episode, Michael and Anthony Pellegrino illustrate why your choice of financial advisor could guide — or derail — your journey into retirement. The advice you receive will set the foundation for your...News Around the Internet
By Anthony Pellegrino | Goldstone Financial Group Where there is internet, is there more prosperity? Generally speaking, yes. It costs much more to lay fiber to outlying communities than it does in larger metropolitan areas, which may contribute to the growing...Goldstone Financial Group TV: Should You Roll Over Your 401k?
Anthony Pellegrino | Goldstone Financial Group | Goldstone Financial Group TV: Should You Roll Over Your 401k? In this ongoing series, Goldstone Financial Group principals Michael and Anthony Pellegrino answer personal finance questions from the residents of...Anthony Pellegrino on OnMogul
Anthony Pellegrino | Goldstone Financial Group | Planning For Long-Term Care? Goldstone Financial Group Can Help Anthony Pellegrino, Goldstone Financial Group founder and firm principal, has dedicated his practice not only to helping individuals plan for their...Get In Touch.
If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!