Independent firm
Gain from an independent perspective.
Marco Wealth Strategies Group, Inc. is an independently owned financial consulting firm with more than 20 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your "Wealth Management Goals."
Whether you are just starting to save for your future, or are a seasoned investor, Marco Wealth Strategies Group has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Marco Wealth Strategies Group, Inc has office locations in Staten Island NY, Garden City LI, and meeting facilities in Brooklyn NY
Helpful Content
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?