About the Massimo-Anastasian Team
We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Massimo-Anastasian team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.
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Blog
If you've been estate planning, you've probably come across the idea of setting up a trust. Trusts are flexible and diverse legal entities that you can use to achieve various estate planning goals, including reducing your estate tax burden.
Blog
Second marriages offer an opportunity for a fresh start. Couples are given a chance to wipe the slate clean, learn from past mistakes, and experience love and happiness.They’re also given an opportunity to correct previous financial missteps, build a prosperous shared financial future, and leave a legacy behind for their children and beneficiaries.
Blog
Out of all the things you try to teach your kids, how to handle money might not be at the top of the list. Maybe you think your kids are too young, that they’ll learn about it in school, or that without a significant source of income, they don’t need to learn good money habits.
Blog
The new year symbolizes a clean slate. People often take the opportunity to create elaborate, and usually difficult-to-stick-with, New Year’s resolutions. As a business owner, I decided to come up with a list of simple resolutions to help fellow business owners prepare for a happy and successful year ahead. See if you can incorporate one – or all – of these easy and painless objectives:
Blog
For most of us, ensuring the financial security and prosperity of our loved ones is extremely important. Gifting stocks to children in a low tax bracket (i.e., college students, graduate students, unemployed, etc.) allows us to share our success. It presents an opportunity for tax-efficient wealth transfer.
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