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Blogs

Mike Marchi | Mar 25, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Finance
Retirement
Investments

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

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forest trees transitioning through the seasons
Mike Marchi | Mar 23, 2026

A More Flexible Way to Think About Retirement

Retirement
Finance
Lifestyle
Risk Management

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.

It sounds reasonable. But research

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What Does “Wealth” Mean to You?
Marchi Wealth Management Group | Jan 3, 2023

What Does “Wealth” Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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It’s Never Too Late to Save for Retirement
Marchi Wealth Management Group | Dec 1, 2022

It’s Never Too Late to Save for Retirement

Retirement
Savings
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Should You Prioritize Retirement Savings over College Savings?
Marchi Wealth Management Group | Nov 1, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
Education
Savings
College and retirement require serious savings. Is it possible to save for both?
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P: 314-799-4745 Voice Only

   

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