Mark Cortazzo

About the Author

Mark Cortazzo

Mark Cortazzo, CFP is senior partner with Parsippany, N.J.-based MACRO Consulting Group.

• Meet the needs of boomers who give

  By Mark Cortazzo  |  August 1, 2009

  Our society's shift in global awareness over the past few years has caused people to step back and reevaluate their needs and desires, and to...

• Broker/dealer value and your boomer clients

  By Mark Cortazzo  |  July 1, 2009

  I've been fortunate to attend a number of industry conferences during the past 12 months, some sponsored by my broker/dealer, others not. Regardless of the group,...

• New taxes in a new(er) Washington

  By Mark Cortazzo  |  June 1, 2009

  Tax policy in Washington is headed for big change. You can add great value to your practice by staying informed about policy changes and keeping...

• Your boomer clients believe - so should you

  By Mark Cortazzo  |  May 1, 2009

  Though our role of planner and/or wealth manager is vital to our clients' financial well-being, great advisors also recognize their role as confidante, manager and...

• The science (and art) of distribution planning

  By Mark Cortazzo  |  April 1, 2009

  Retirees' first steps into the income-distribution phase of their lives come with a great deal of stress - and fear. The standard rules of thumb...

• IRA changes reclaim boomer focus

  By Mark Cortazzo  |  March 1, 2009

  You have spent years building a successful advisory business only to see market events shock and paralyze your clients. What are advisors saying and doing...

• Good time for a Roth? Do the numbers

  By Mark Cortazzo  |  February 1, 2009

  As 2010 approaches, advisors wonder if the numbers make sense for their clients to convert to a Roth IRA. This may be an opportunity to...

• Where will the retirement crisis end?

  By Mark Cortazzo  |  January 1, 2009

  How low will we go? Where will it end? What lasting effect will it have on the boomer retirement portfolio? A best guess is about...

• Consider the 'where' in asset location

  By Mark Cortazzo  |  November 1, 2008

  Boomers are wondering which investment strategy, if any, is right for their retirement dollars. As they watch their hard-earned savings move with each day's news,...

• Stock losers are tax winners for boomers

  By Mark Cortazzo  |  October 1, 2008

  As the end of the year approaches, the annual exercise of pruning losers from your clients' portfolio to declare a tax-loss will soon be front...