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.
Is Your Portfolio Too Risky? Goldstone Financial Group Weighs In
When it comes to money, most people prefer a predictable approach; they feel secure with the regular schedule of a paycheck or the guarantee of a reliable income. There are some who may find a thrill in the possibility of a riskier and potentially more profitable...Goldstone Financial Group TV: Are Annuities Right for You?
When most people save for retirement, they do so with the expectation that after they cash their last paycheck, they will have enough money in savings and investment assets to carry them through the entirety of their lives. They feel secure in knowing that they have...Has Warren Buffett’s Buy and Hold Strategy Gone Out of Style?
By Anthony Pellegrino | Goldstone Financial Group | Kiplinger Many investment professionals, including Warren Buffett, advise investors to buy and hold a diversified portfolio of stocks … and hold and hold. But with today’s record-long bull market, maybe...Goldstone Financial Group: Taking Control of Your Retirement
With current advances in medical technology, Americans today are living longer than ever before. A retiree now has more time than they ever have expected to enjoy their post-career life — and more concerns that the nest egg they saved to fund it won’t last. In this...Goldstone Financial Group: Why You Shouldn’t Forget About Your Old 401(k)s
When it comes to retirement planning, the 401(k) is near-universal. The vast majority of company-employed workers funnel a small portion of their paycheck directly into their tax-deferred 401(k) each pay period. As Anthony and Michael Pellegrino explain in this...Goldstone Financial Group: Which Investment Vehicles Are the Best?
In this episode, Goldstone Financial Group representatives took to Chicago’s streets to ask residents about their most pressing financial questions. Anthony and Michael Pellegrino provide answers. Are mutual funds the best place to invest my money? Michael Pellegrino:...Goldstone Financial Group: Are Hidden Fees Cutting Into Your Retirement Fund?
When most people begin to plan for retirement, their goals are usually simple. They want to put aside enough money to live the lifestyle they want and have a little left to pass onto their beneficiaries. They imagine that by saving and investing, they are...Notes on U.S. Infrastructure
By Anthony Pellegrino | Original Source here. The American Society of Civil Engineers has given the U.S. an overall infrastructure grade of D+. Throughout the next decade, it will take more than $4.5 trillion to fix our aging infrastructure — including upgrades to...
Lifetime income default options: a win for employees
Choosing a retirement plan can be one of the most important decisions you make as you map out your financial future. Especially now, when Social Security again appears to be in jeopardy while defined benefit plans are already on their way out, a need for reliable...
Is $1 million enough to retire?
For many, having $1 million saved for retirement sounds like plenty, but when you break down the numbers, what once seemed like a fortune might seem like just passable or maybe even too little to maintain the lifestyle you have or fund the one you want. Obviously,...Get In Touch.
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