The Fitzgerald Group

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The Fitzgerald Group Joseph Fitzgerald, CFP® RICP®

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). This material is intended for general use.

OSJ: 101 CRAWFORDS CORNER ROAD, SUITE 2405, HOLMDEL NJ, 07733, 908-709-0020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. THE FITZGERALD GROUP and NORTHEAST FINANCIAL GROUP are not an affiliates or subsidiaries of PAS or Guardian. CA Insurance License Number - 0H01236, AR Insurance License Number - 14100722. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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10/17/2026
Over age 50? You may be able to catch-up on retirement.
10/16/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

10/16/2026

Many people think their money is just sitting in the bank. 🏦

It’s not.

As a financial advisor, here’s what I want people to understand: that money is often being lent out at higher rates than you earn on it.

Meanwhile, your savings might be earning very little.

And the interest you do earn is taxed like the rest of your income.

This isn’t about avoiding banks. It’s about understanding how your money is actually working.

Where your money sits matters more than many people realize.

➡️ Save this for the next time you check your savings balance.

10/14/2026

Most people don’t need more financial products. They need a clear strategy.

As a financial advisor, I see it constantly: responsible people with plenty of accounts and no clear picture. More pieces rarely fix that. Clarity does.

My job is to simplify the complexity: to bring everything together into one strategy that helps you make the most of your wealth building potential while protecting what you’ve built, with more confidence about the road ahead.

With a clear strategy in place, you can spend less time worrying and more time with your family.

➡️ Save this for the next time your finances start to feel more complicated than they should.

Have a kid heading off to college? Here are a few tips.
10/14/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

10/13/2026

Many people plan how to save for retirement. Few plan how to spend and enjoy it.

As a financial advisor, this is the gap I see most often. You spent years building your savings with care. But turning that into income you can live on, and actually enjoy, is a different skill, and it takes its own plan.

How much you spend, where it comes from, and how taxes fit in all work together.

The saving gets the attention. The spending is where the planning matters most.

Save this for when you’re ready to think about the next stage. 🏖️

Could financial stress be undermining your well-being? If you’re trying to practice healthy habits but still feel anxiou...
10/12/2026

Could financial stress be undermining your well-being? If you’re trying to practice healthy habits but still feel anxious and emotionally overwhelmed, financial stress may be to blame

If you’re feeling anxious and emotionally overwhelmed, financial stress could be impacting your wellness

A disability could keep you from work and increase costs. How can you protect yourself?
10/09/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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101 Crawfords Corner Road Suite, 2405
Holmdel, NJ
07733

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