DeMassa Quoted in MarketWatch
“Creating an asset inventory should be the first step,” said Michael DeMassa, a certified financial planner and founder of Forza Wealth Management. “Having fewer accounts can make tracking performance, withdrawals and tax preparation much easier going forward,” he said. “There may be good reasons not to consolidate certain accounts, such as tax considerations or a […]
DeMassa Quoted in Yahoo! Finance
5 Common Questions Retirees Ask Financial Advisors 1️⃣ When can I retire? 2️⃣ When should I claim Social Security? 3️⃣ How much can I safely spend? 4️⃣ Should I do Roth conversions? 5️⃣ How should my investments change in retirement? The biggest mistake is trying to answer these questions in isolation. They’re highly interconnected. A […]
DeMassa Quoted in Morningstar
What to know before and after buying a Life Insurance policy Michael DeMassa, founder of Forza Wealth Management in Sarasota, Fla., recommends annual in-force illustrations to compare actual performance with original projections.
DeMassa Quoted in MarketWatch
Do index funds still do the trick? “Many S&P 500 index fund prospectuses now carry a disclaimer stating that the fund may be considered non-diversified as defined by the Investment Company Act of 1940,” Michael DeMassa of Forza Wealth Management says.
DeMassa Quoted in MarketWatch
‘Is this a thing people do?’ I’m 62 and not retiring anytime soon. I’m thinking of moving my managed, rollover IRA back into my 401(k). Is that a dumb idea? “It depends on what goals you’re trying to accomplish,” says certified financial planner Michael DeMassa at Forza Wealth Management.
DeMassa Quoted in Investor’s Business Daily
Best Mutual Funds: Are Value Funds Critical For Diversification? “Value funds may not be ‘lagging’ growth funds from a risk-adjusted perspective,” said Michael DeMassa, a certified financial planner in Sarasota, Fla. “When everything’s going up, you don’t understand the level of risk you’re taking. We like to add value funds to buffer the concentration in […]
DeMassa Quoted in Kiplinger The Best Money Advice of all time
35 financial experts, including Suze Orman, Ramit Sethi, Peter Lynch and Mark Cuban share words of wisdom on saving, spending, investing, retirement and much more. REASONS NOT TO DELAY “Insolvency concerns aren’t the only reason retirees file for benefits before age 70, says Michael DeMassa, a CFP with Forza Wealth Management in Sarasota, Fla. For […]
DeMassa Quoted in MarketWatch
My husband did everything before he died.’ I’m 64 with a $4M home, $3M in Cisco stock and $400K in cash, but I don’t feel OK handling my finances. Where do I even start? When working with complex estates, certified financial planner Michael DeMassa at Forza Wealth Management says having the right team of independent […]
Forza Wealth Management Moves, Celebrates 10th Anniversary
Ten years ago, wealth manager Michael DeMassa, CFA, CFP® left a corporate banking job in order to create Forza Wealth Management from the ground up, with a sole focus on providing sound investment advice to clients. Now, the Fee-Only advisory firm has a team of five providing custom-tailored wealth management services and managing nearly $400 […]
Videnka Quoted in CNBC
Bond ETFs “are basically funding our clients’ living expenses, so we need to be liquid and high quality,” said certified financial planner Tim Videnka, chief investment officer and principal with Forza Wealth Management in Sarasota, Florida.