Lindsay Capozza CFP

Lindsay Capozza CFP Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Lindsay Capozza CFP, Financial planner, 6263 N Scottsdale Road, Suite 140, Scottsdale, AZ.

I provide an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns & identify gaps

https://arizona.massmutual.com/about-us/licenses

Gaining insight into the financial goals that are on your horizon is key to building wealth effectively.By considering s...
09/25/2023

Gaining insight into the financial goals that are on your horizon is key to building wealth effectively.

By considering short-term, medium-term, and long-term perspectives, you can align your financial goals and set the groundwork for a well-balanced and rewarding financial journey.

Regardless of your age, we're here to help you navigate the different stages of your wealth journey. If you're starting ...
04/06/2023

Regardless of your age, we're here to help you navigate the different stages of your wealth journey. If you're starting with a new investment plan or adjusting an existing plan, it's important to remember that investing is a long-term game.

When it comes to planning for retirement, it's crucial to take several key factors into account. These may include diver...
03/23/2023

When it comes to planning for retirement, it's crucial to take several key factors into account. These may include diversifying your investment portfolio, estimating your future retirement expenses, preparing for potential long-term care needs and associated costs, as well as developing a tax-efficient strategy for your retirement income.

Our priority is to ensure that you are in the best financial shape possible as you approach retirement. Contact us if you think we're a good fit.

Just like a successful football team focuses on the fundamentals—blocking, tackling, and ball control—a successful retir...
02/23/2023

Just like a successful football team focuses on the fundamentals—blocking, tackling, and ball control—a successful retirement plan should also focus on the basics.

Investing in a diverse portfolio, saving consistently, and creating a budget are key components to achieving your retirement goals.

Show your finances some love this month by tackling your financial to-do list. A little planning goes a long way!
02/16/2023

Show your finances some love this month by tackling your financial to-do list. A little planning goes a long way!

It's normal to feel stress over the daily obligations of financial planning, but don't forget about the major life stage...
02/06/2023

It's normal to feel stress over the daily obligations of financial planning, but don't forget about the major life stages that require special attention and strategies.

12/16/2022

"To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What's needed is a sound intellectual framework for making decisions, and the ability to keep emotions from corroding that framework." - Warren Buffet

As of January 1st, 2023, the maximum annual contribution to a 401(k) plan for employees age 49 and under will increase t...
12/05/2022

As of January 1st, 2023, the maximum annual contribution to a 401(k) plan for employees age 49 and under will increase to $22,500. The catch-up contribution limit for employees will increase to $7,500 in 2023. As always, catch-up contributions can't be used as part of the minimum required contribution (MRC).

The IRS also announced that the IRA contribution limit will remain at $6,500 for those aged 49 and under and $7,500 for those aged 50 and over.

An active investment strategy often involves frequent trading. This investment style typically requires a high level of ...
11/14/2022

An active investment strategy often involves frequent trading. This investment style typically requires a high level of market analysis and data, as well as constant attention to the markets.

Passive investing, on the other hand, is usually centered on buying assets and holding them for the long term.

MassMutual is proud to announce that its 2023 dividend payout, estimated at $1.9 billion, will set a new record for the ...
11/07/2022

MassMutual is proud to announce that its 2023 dividend payout, estimated at $1.9 billion, will set a new record for the company for the third year in a row. The company has paid dividends every year since 1869. https://hearsay.social/3td9EU5

Risk tolerance refers to your ability to take on risk with your investments. There are two main considerations that go i...
11/07/2022

Risk tolerance refers to your ability to take on risk with your investments. There are two main considerations that go into your risk tolerance: your financial capacity to take on risk and your personal comfort level. Together, they help determine the right asset allocation in your portfolio.

For example, a low-risk tolerance means you may invest 40% in stocks, 50% in bonds, and 10% in cash; but a more aggressive (riskier) approach may include 90% in stocks and 10% in bonds.

Now is a great time to make certain your risk tolerance matches your portfolio

Address

6263 N Scottsdale Road, Suite 140
Scottsdale, AZ
85250

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

https://financialprofessionals.massmutual.com/lindsay-miceli

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