Mark Angelo Financial Services

10/14/2026

Want to Leave a Lifetime Monthly Paycheck to Your Child or Grandchild? Here's How:

You can easily create a lasting financial legacy for loved ones with annuities that are secure, cost-effective and tax-advantaged.

10/07/2026

Six Estate Planning Assumptions Worth a Second Look

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful....

10/07/2026

Jamie Katzen explains why plain-language communication matters in estate planning and how understanding wills, trusts and probate can strengthen a family’s plan.

10/02/2026

We’ve updated our team page!

Get to know the people behind Mark J. Angelo Financial Services and the team committed to helping our clients work toward their financial goals.

👉 Meet our team:

With a reputation for individual attention and service, our professional team is always prepared to personally address your concerns. We are honored to provide our committed service to our clients’ children and future generations, and cherish the lasting friendships we have been fortunate to build...

09/22/2026

The Great Wealth Transfer Needs More Than Tax Planning

The greatest challenge in passing on family wealth may not be taxes or markets, but preparing the next generation to manage it, says Saidin Hernandez.

09/16/2026

Mesirow's Gary Pattengale Discusses Year-End Tax Planning Strategies

Discussion covered year-end tax planning strategies that can help investors and families make informed financial decisions before 2026 concludes. Key topics...

09/11/2026

More Than a Number: The Four Risks That Shape Your Retirement

Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works.That's understandable. The balance is the number on the statement. It's concrete, and it feels like a score. But judging retirement readiness by that one figure is a....

09/11/2026

Never forget 🇺🇸

09/09/2026

Retirement Isn't Just About How Much You Save. It's About When.

You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than someone who did the same things.The difference often comes down to a factor many retirement checklists leave out entirely: timing.

09/09/2026

Why Geography Matters When It Comes to Estate Planning...

Location, location, location is the most famous and widely repeated mantra in the real estate industry, but it could also apply to estate planning.