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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Estate planning makes good financial sense, but it's hard to get started if you don't know what you're doing (or why you're doing it). In my practice, I've found inspiration in Simon Sinek's "Start with Why" approach. Framing estate planning discussions with "why" is an effective tactic to simplify the process.
Blog
It can be uncomfortable for parents to discuss inheritance details with their children. Talking about money in general tends to be difficult for most people, but it can be especially challenging to talk about with your children. Will they understand where the money is coming from? Do they have experience managing money? What sort of effect could a sudden influx of cash have on them?
Blog
If you’re almost ready to retire, you might be thinking you’re in the home stretch. You can see the finish line, and once you get there, the rest of your life will be nothing but playing golf and sipping pina coladas. The rest is in your financial advisor’s hands. After all, they got you to this point. Why wouldn’t they be able to get you through it?
Blog
Do you ever watch a campaign speech and wonder, “What is driving this person?” Why is a political office so important that candidates put in 16-hour days, seven days a week, for weeks on end to earn your vote?
They have ideas on ways to make things better, sure. The desires for power and prestige certainly play a role as well. But there is something more: the desire to leave a mark – a legacy that will endure beyond their term in office.
Blog
Have you been trying to “get ahead?” It can be difficult not to. But there are a couple problems with getting ahead:
Against whom do you measure “getting ahead,” and is it possible to get ahead without someone else getting behind?
How far ahead do you need to get, and when will you know you’re there?
Maybe instead of getting ahead, we should simply focus on having enough. How might that change the way we behave, treat other people or see the world?
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