Fitzgerald Financial Group

08/25/2026

“If you have to ask, you can’t afford it” may work for yachts. When it comes to your portfolio, not asking could be costly. Building wealth and managing it well are two different skills.

📉 Know your returns: A complicated investment strategy doesn’t automatically mean better results. Make sure you know how your investments are actually performing over time.

🎯 Don’t assume the same approach still fits: The risks that helped build your wealth may not make sense once your goal shifts to managing it for the future.

📊 Measure what matters: Look beyond your account balance to understand how your investments are performing, how much risk you’re taking, and how easily you can access your money.

See why measuring the right things may matter more than adding another strategy: https://bit.ly/4hRCd42

Building a fortune is one thing, managing it successfully through a family office is another. Investor and philanthropist Michael W. Sonnenfeldt has a solution.

08/20/2026

🍦 What a sweet evening!

Yesterday, we had the pleasure of hosting our 2nd Annual Client Appreciation Ice Cream Social and spending time with so many of our wonderful clients, families, and friends.

Thank you to everyone who joined us and helped make the evening so special. We’re incredibly grateful for your continued trust and support, and we truly enjoyed the opportunity to spend time together outside of the office.

We’re already looking forward to next year! 🍨

08/17/2026

It takes more than money to be a rich retiree. Maintaining wealth and happiness in retirement requires a combination of smart financial habits and intentional lifestyle choices:
• Spend with Purpose: Balance a mindful budget with enjoying your wealth on experiences that bring you joy.
• Invest Wisely: Diversify your portfolio and determine a safe withdrawal rate to ensure your wealth lasts.
• Prioritize Well-being: Live with a sense of purpose, stay active, and build a team of trusted professionals to help manage your legacy.
Discover 12 habits wealthy retirees use to stay rich and happy: https://bit.ly/kplngjkkbjerTh

From prioritizing spending and investing wisely to using debt thoughtfully, rich retirees get it right. Ready to build a roadmap for your meaningful journey?

08/07/2026

Markets experienced increased volatility in July as geopolitical events, inflation concerns, and interest rate expectations influenced both stocks and bonds. Despite the headlines, corporate earnings and broader economic fundamentals continued to show resilience.

Read our latest Market Navigator for a look at what happened, what drove the markets, and what it could mean for investors moving forward.

Review the July 2026 Market Navigator, covering stock and bond market performance, inflation, interest rates, earnings, and the outlook for investors.

08/04/2026

🎉 August is Family Fun Month!

Summer always seems to fly by, but hopefully you've had the chance to make some great memories along the way.

We'd love to hear about them! ☀️🌊🏖️⚾

What's been the highlight of your summer so far? Whether it was a family vacation, a weekend at the shore, a backyard BBQ, cheering on the kids at a game, or just spending time with the people you love.......we'd love to see it.

If you'd like, post a favorite photo in the comments and tell us where it was taken or what made it special!

Let's celebrate the memories before summer comes to an end!

08/03/2026

Here is what we are talking to our clients about this month:
Review online accounts. Take a look at the usernames and passwords you currently use for your online accounts. If the passwords are too basic or if you've held onto them for too long, consider changing them as a security precaution.

07/30/2026

HSA, FSA, and HRA may sound similar, but their rules and benefits can be very different. Here’s a quick breakdown of how each option works.

💰 HSA: Employee-owned, portable, and eligible funds roll over from year to year. Contributions, growth, and qualified withdrawals may all receive tax advantages.
📅 FSA: Helps employees pay predictable medical costs with pretax dollars, but unused money may be forfeited at year-end.
🏢 HRA: Funded entirely by the employer and used to reimburse eligible expenses; unused funds generally stay with the company.

07/29/2026

🎉 Happy Birthday to our amazing Administrative Assistant, Tatyana! 🎂🥳

If you've ever called our office, stopped in, or needed help with paperwork, there's a good chance Tatyana was the friendly face (or voice!) who helped you.

She keeps everything running smoothly, and we're so grateful to have her as part of the Fitzgerald Financial Group family.

Please help us make her day extra special by wishing her a very Happy Birthday in the comments! 🎈🎁🎉

Happy Birthday, Tatyana! We hope you have a fantastic day!

07/28/2026

Your former spouse may still be listed to inherit certain assets after divorce unless you update the paperwork. A post-divorce estate review can help make sure your documents reflect your new wishes.

📄 Revise key documents: Update your will, trusts, and beneficiary designations on retirement accounts, life insurance, and other assets.
🔒 Choose new decision-makers: Review your power of attorney and healthcare directives so the right people can act for you if needed.
👨‍👩‍👧 Protect your children: Confirm guardianship plans and consider trusts for education, special needs, or future support.

Own a business? Learn how divorce can also affect succession plans and buy-sell agreements:

Learn post-divorce estate planning strategies to protect your assets and legacy. Explore implications for families with children and business owners.

07/28/2026

Teaching kids about money doesn’t require a formal lesson. Everyday choices can help them practice budgeting, saving, and decision-making in ways that feel natural.

💬 Talk openly: Discuss costs, household budgets, and needs versus wants during grocery trips, shopping, or meals.
🎯 Make goals visible: Use jars or trackers to show progress toward something meaningful, such as a bike or video game.
🤝 Let them learn: Give kids small amounts to manage, then talk through mistakes without judgment or immediately bailing them out.

Explore more practical ways to raise financially confident kids:

At the grocery store, Jamie Corum sets a two-minute timer for her 10-year-old daughter to look around. Then she resets it to 10 minutes so her daughter