Mastro Financial Services Experience, Integrity, and Strength.
Planning for a financial event can be very difficult.
Planning for a financial event you have no control over can be overwhelming.
But not planning at all will almost certainly lead to financial failure.
Most of us work so hard for today we tend not to think about planning for the financial future, be it for ourselves now, or our family after we are gone.
Mastro Financial Services specializes in helping high net worth clients plan and manage a lifetime of change. We make sure your financial affairs are put in order and are kept that way. Our unique approach continues the planning process by helping you and your family manage your assets according to your goals and objectives. Through life's many changes it is extremely important to continue to review your planning options while they still remain available.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here are six flags that may make your tax return prime for an IRS audit.
One way to find money is to examine your current spending habits and eliminate money wasters.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Why have the markets been so volatile recently?
A change in your mindset during retirement may drive changes to your portfolio.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Are you ready for retirement? Here are five words you should consider.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Do you know these three personal finance sayings?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?