Mark Angelo Financial Services

09/02/2026

Mistakes in Estate Planning and How To Correct Them...

A lot can go wrong in devising an estate plan, and the consequences sometimes can be dire. It’s important for attorneys to know about the most common pitfalls so that they can spot, prevent, or fix th...

08/27/2026

Thinking about retirement? You're not alone—and the numbers might give you something to think about.

From how much people rely on Social Security to what retirees actually spend, these stats highlight why it’s important to look at the full picture. It’s not about having every answer—it’s about starting a conversation that helps you feel more confident about what’s ahead.

📌 Save this post for later
📩 Share it with someone who’s thinking about their future
💬 Questions? I’m always here to talk things through

08/27/2026

Permission to Spend in Retirement: A Skill Rarely Taught

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every bal...

08/25/2026

The 5 Biggest Myths in Estate Planning and the Strategies to Follow Instead..

From outdated beneficiary designations to the false security of a set-it-and-forget-it plan, active engagement is the strongest defense against costly mistakes.

08/21/2026

Follow this estate planning checklist for older adults covering wills, trusts, healthcare directives, powers of attorney, beneficiaries and asset records.

08/13/2026

Explore the importance of its advice is to shop around for life insurance to avoid losing value on your retirement plan.

08/11/2026

One benefit of many annuities is greater peace of mind regarding your future financial security.

08/07/2026

Mark & Samuel at Donovan Catholic Annual Golf Outing!

08/06/2026

Many parents know they should name a guardian for their children but have not actually put that decision in writing. According to a 2025 Pew Research

08/06/2026

What to Do With Your Next Dollar: A Financial Order of Operations

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order.That's a harder question than it looks. Each of these priorities is sound on its ow...