Tom Marrollo, SVP - Apogee Financial Services Group, Inc.

Tom Marrollo, SVP - Apogee Financial Services Group, Inc. Tom Marrollo is the SVP of Apogee Financial Services Group, Inc.

Find out the financial implications that go along with selling an investment property or residence.
10/28/2021

Find out the financial implications that go along with selling an investment property or residence.

Have questions? Reach out today.

The twice-monthly newsletter covers news and updates about the financial world.
10/25/2021

The twice-monthly newsletter covers news and updates about the financial world.

Sign up and stay tuned for this week's posts.

Here are a few ideas to help parents raise financially savvy kids.
10/23/2021

Here are a few ideas to help parents raise financially savvy kids.

You can start teaching your kids about money at at early age.

The IRS has released guidance around expanded tax benefits for businesses and individuals when it comes to giving to cha...
10/20/2021

The IRS has released guidance around expanded tax benefits for businesses and individuals when it comes to giving to charity.

IR-2021-190, September 17, 2021 — The Internal Revenue Service today explained how expanded tax benefits can help both individuals and businesses give to charity before the end of this year.

Find out about the "SECURE Act 2.0" and how it might affect your required minimum distributions.
10/17/2021

Find out about the "SECURE Act 2.0" and how it might affect your required minimum distributions.

With the SECURE Act 2.0, Congress is contemplating raising the age for required minimum distributions. However, don't assume you would benefit from this change if the legislation is passed.

You have a few options to consider when it comes to how and when you withdraw funds.
10/14/2021

You have a few options to consider when it comes to how and when you withdraw funds.

Have questions? Reach out anytime.

Stay informed by signing up for the twice-monthly newsletter.
10/11/2021

Stay informed by signing up for the twice-monthly newsletter.

Sign up and stay tuned for this week's posts.

Do you know anyone in their 20s? It's important they know how and why to start saving for retirement during their early ...
10/09/2021

Do you know anyone in their 20s? It's important they know how and why to start saving for retirement during their early working years.

"Most people that I sit down with always say 'I wish I started sooner,'" said Tess Zigo, a certified financial planner at Emerge Wealth Strategies.

Thinking of making a gift to a university? Here are a few key details for donors to think about.
10/06/2021

Thinking of making a gift to a university? Here are a few key details for donors to think about.

Unless you’re very specific about how you give money to a university, it may not be used for what you had in mind.

The IRS has announced that interest rates will remain the same for the next quarter. Take a look:
10/03/2021

The IRS has announced that interest rates will remain the same for the next quarter. Take a look:

IR-2021-173, August 25, 2021 — The Internal Revenue Service today announced that interest rates will remain the same for the calendar quarter beginning October 1, 2021.

Every couple handles finances differently, but it's important to communicate clearly when it comes to these key issues.
09/30/2021

Every couple handles finances differently, but it's important to communicate clearly when it comes to these key issues.

Are you and your spouse on the same page?

Do you know about the twice-monthly newsletter?
09/27/2021

Do you know about the twice-monthly newsletter?

Sign up and stay tuned for this week's posts.

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