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I’m 62 and my husband is 57 – and we need money help. We have 401(k)s, 3 investment properties and a home we live in. Can we retire in 5 years?

Financial advisors are divided over this RMD tax strategy. Other advisors say that navigating a down market through such strategies simply isn’t necessary if a client is invested properly in their retirement accounts. “We advise our clients who have reached the magical age of required minimum distributions that there should be a minimum of five […]

“Economists are often asked to predict what the economy is going to do. But economic predictions require predicting what politicians are going to do – and nothing is more unpredictable.” – Thomas Sowell, American Economist There has been ongoing debate about the impact of import tariffs on inflation. The common assumption is that tariffs lead […]

Forza Wealth Management makes InvestmentNews ranking of fastest-growing fee-only Registered Investment Advisors in the U.S. for 2024 SARASOTA, FL – Forza Wealth Management, a fee-only, SEC Registered Investment Advisor (RIA) based in Sarasota, Fla., was honored to learn that it had been recognized by InvestmentNews as one of the Fastest-Growing Fee-Only RIAs in the United […]

Diane M. Huntley, CFA to lead Investment Advisory Board, help guide firm’s decision-making process SARASOTA, FL – Forza Wealth Management, a fee-only, SEC Registered Investment Advisor, is pleased to announce the addition of Diane M. Huntley, CFA, to its leadership team. A highly respected portfolio manager, with more than 30 years of experience, Huntley will […]

Bursting Bubbles and Broken Brains: The Madness of the South Sea Scheme by Timothy J. Videnka, CFA, CFP® “Bubbles, bright as ever Hope Drew from fancy – or from soap; Bright as e’er the South Sea sent From its frothy element! See!—But hark my time is out — Now, like some great water-spout, Scaterr’d by […]

How To Evaluate Today’s Housing Market By Michael E. DeMassa, CFA, CFP®, AEP® “Remember, cash is a fact, profit is an opinion.” – Al Rappaport, American economist, educator and author In early 2012, Warren Buffett mentioned in an interview with CNBC’s Becky Quick that he would buy up a couple hundred thousand single-family homes if […]

New Asset Classes or Market Mirage? A Closer Look at Modern Investments by Timothy J. Videnka, CFA, CFP® “You can measure opportunity with the same yardstick that measures the risk involved. They go together.” – Earl Nightingale An asset class is a group of financial instruments that exhibit similar characteristics, behave similarly in the marketplace, […]

SARASOTA, FL – Michael E. DeMassa is newly certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC). This achievement affirms DeMassa’s skills and expertise as well as his belief in the team concept of estate planning. DeMassa is Founder and Principal of Forza Wealth Management. He graduated […]

7 Key Points to Ponder Before Delaying Until Age 70 By Michael E. DeMassa, CFA, CFP® In contrast to what most academic papers suggest, when it came time to advise my mother on her Social Security benefits, the decision was clear. Throughout my career, I had read numerous financial planning articles crunching hypothetical numbers indicating […]