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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
An increasing number have been developed to help individuals with their personal finances.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A special needs trust helps care for a special needs child when you’re gone.
What does your home really cost?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The market is as unpredictable as the weather. We’d love to help you prepare.