Nexa Financial Group

09/02/2026

🍂 Back to School, Back to Reality!

The boys are back in school, fall sports are underway, and the Morrone family calendar is officially full again. Between baseball, beach days and plenty of time along the Connecticut shoreline, it’s been a great summer.

Now it’s on to football, UCONN basketball, changing leaves and a few exciting family trips on the horizon. Somehow, the holidays will be here before we know it!

Read more in our Nexa Connections Newsletter: https://nexafinancialgroup.com/a-late-summer-update-from-the-morrone-family/

08/31/2026

In this breakout, Paul and Preston dig into a question we're hearing more and more from clients: the concept of a "Mega IRA."

A few highlights from their conversation:

💬 The old retirement model, Social Security + a pension + the same lifestyle after you stopped working, isn't the reality for most people anymore. We're in a world of self-funded retirement, and that shift didn't happen for our parents' or grandparents' generations the way it's happening now.

💬 For younger, high-saving clients, the questions are getting more specific: Roth 401(k) or traditional? Can I still contribute to an IRA after maxing out my workplace plan? That's where strategies like the backdoor Roth come in for higher earners looking for more tax-advantaged room.

💬 The bigger picture: today's savers have access to higher deferral limits than when 401(k)s were created in the 1980s, and many are now also inheriting their parents' retirement accounts. Compounded over 20, 30, even 70+ years, that combination can turn into what Paul calls "ticking time bombs from a tax perspective", if there's no plan in place.

The goal isn't just building wealth. It's building it intentionally, and in a way that's tax-efficient for the long run.

Sound like you, or someone you care about? Let's talk.

08/28/2026

In Case You Missed It: Mid-Year Market Outlook

Markets have climbed to new highs in 2026 despite plenty of headlines, but the drivers may surprise you.

Eric Parnell joined Paul Morrone for our semi-annual check-in, unpacking what's really behind this year's gains and what to watch heading into 2027.

Key discussion topics:

- Market resilience through geopolitical uncertainty
- Three fundamentals supporting today's highs (GDP, inflation, earnings)
- Why tech isn't driving this market's gains
- Our shift toward shorter-duration bonds
- Inflation, Fed policy, and onshoring trends to watch

Missed the live session? The full recording is available below, along with the charts and data Eric walked through.

https://bit.ly/4wNI1z7

08/24/2026

A little rain, a lot of fun!

Our Nexa team recently headed out on the water for a PaddlePub cruise, bringing along our families for an afternoon of fun, laughs, and quality time together.

Despite a little rain, we made the most of it! It was a great opportunity to step away from the office, enjoy some time together, and connect with each other’s families. It was a fun afternoon for everyone!

08/21/2026

One of the simplest financial planning moves also happens to be one of the most overlooked: reviewing your beneficiaries.

Life changes, marriage, kids, trusts, but beneficiary designations often don't get updated to match. And since beneficiary forms typically override even what's in your will, an outdated one can send your assets somewhere you never intended.

Take a few minutes this week to check who's listed on your accounts. Future you (and your family) will thank you.

08/19/2026

Clear Out the Clutter & Give Back!

Mark your calendars for our 14th Annual Shred Event🎉

Bring your unwanted documents to Nexa Financial Group and have them securely shredded on-site by Shred-It, completely FREE!

In exchange, we simply ask that you bring non-perishable food items to help support the North Haven Food Bank.

📅 Saturday, September 12, 2026
⏰ 9:00 AM–12:00 PM
📍 5 St. John Street, North Haven, CT 06473
🌧️ Rain or shine!

Protect your personal information, clear out those old files, and help make a difference in our community.

We hope to see you there!

08/17/2026

Last call to join us tomorrow!

There’s a lot competing for investors’ attention right now. The question is: what actually deserves your attention?

Tomorrow evening, Eric Parnell, Chief Market Strategist of Great Valley Advisor Group, will join us for a conversation about the current economic environment, market trends, and what investors should be watching as we head into the fall.

Bring your questions and join the conversation!

🗓️ Tuesday, August 18th | 6:30–7:30 PM
⏰ Registration closes soon, sign up today!
🔗 Register using the link below.

https://bit.ly/4gfjIEb

08/14/2026

Markets move quickly. Headlines move even faster.

Join us for an evening focused on the bigger picture.

On Tuesday, August 18th, Eric Parnell, Chief Market Strategist of Great Valley Advisor Group, will join us to discuss the current economic environment, market trends, and the key factors that could influence investors as we move into the fall.

Come listen, learn, and bring your questions, we’d love to have you join the conversation.

🗓️ Tuesday, August 18th | 6:30–7:30 PM
🔗 Limited spots available. Register with the link below!

https://bit.ly/4gfjIEb

08/13/2026

08/11/2026

Your bank account isn't as safe as you think.

From AI-powered scams to intercepted emails and fake wire instructions, cybercriminals are getting more sophisticated, and more convincing, every day. In his latest article, Paul Morrone shares a real story of how a routine wire transfer nearly turned into a six-figure disaster, and breaks down the practical steps you can take to protect your financial data.

Whether you're tech-savvy or not, this one's worth the read. 👇

Read the full article: https://bit.ly/4qb2lsI