New guides and resources by Goldstone Financial Group of Chicago (630-620-9300) discuss long-term care planning, the SECURE 2.0 Act, taxation, and other key topics.
-- Goldstone Financial Group announced the expansion of its educational resources in support of its fiduciary commitment to clients. CEO Anthony Pellegrino spearheads the firm's client education initiative and has created a library of financial resources to help pre-retirees and retirees better understand the firm's retirement planning process.
For more information, visit https://goldstonefinancialgroup.com/chicago/
With provisions of the SECURE 2.0 Act set to roll out through 2025 and 2026, Pellegrino believes that client education and a fiduciary mindset remain two of the firm's top priorities. Goldstone Financial Group has released several guides explaining the new provisions of the SECURE Act 2.0, the significance of several retirement milestones, and why families need a financial advisor.
The firm's growing library includes planning guides on new financial legislation, maximizing Social Security, important financial birthdays after age 50, RMD rules, tax planning, and women's retirement planning. These resources are complemented by Chicago-focused advisory content on income planning, investment risk management, tax strategy, healthcare and long-term care planning, and legacy planning, reflecting Goldstone Financial Group's "Retirement Roadmap" process.
Recent articles address long-term care considerations, retirement income design, Social Security strategy, and the impact of higher interest rates on retirement portfolios.
CEO Anthony Pellegrino and his Chicago team build custom retirement plans for individuals, families, and business owners. Financial advisors begin each engagement by listening to goals, values, and lifestyle needs before building a plan.
Goldstone's client education initiative responds to the demand for expert-level pre-retirement and retirement guidance from large financial institutions. This demand is articulated by the Federal Reserve's 2024 Survey of Household Economics and Decisionmaking, which showed that only about 31% of non-retired adults believe they are on track with retirement savings.
"Our mission is to simplify complex rules and give Chicago families the clarity to make confident decisions," said Pellegrino. "Whether it's understanding SECURE 2.0, mapping out income streams, or planning for healthcare and taxes, we want clients to have reliable resources and access to financial advisors who truly listen."
Goldstone Financial Group's Chicago office delivers retirement planning services that combine income planning, market risk management, portfolio cost review, tax-efficient withdrawal strategies, Medicare and long-term care planning, and estate and legacy considerations. The firm's step-by-step approach—Discover, Evaluate, Plan—culminates in a personalized strategy designed to adapt as life circumstances evolve.
Educational resources are available at no cost through Goldstone's website, including the Financial Planning Guides and Retirement Blog.
Goldstone Financial Group is a Registered Investment Adviser (RIA) headquartered in Oakbrook Terrace, Illinois, with offices across Chicagoland and select markets in Tennessee, Wisconsin, and Ohio.
For more information about the firm, visit https://goldstonefinancialgroup.com
Goldstone Financial Group, LLC (“GFG”) is a registered investment advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or qualification. This material is provided for informational purposes only. Opinions expressed herein are solely those of GFG. None of the information presented in this material is intended to offer personalized investment advice and does not constitute an offer to sell or solicit any offer to buy a security or any insurance product and is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road, Oakbrook Terrace, Illinois 60181, United States
Phone: +1-630-620-9300
Website: https://www.goldstonefinancialgroup.com/
Source: PressCable
Release ID: 89180024
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