Mascagni Insights

Check here often for timely insights from the Mascagni team regarding financial planning and building wealth through investments. Browse through these titles for past posts on these topics.

Can I Retire on My Southern Farm Bureau Pension?

If you've spent your career at Southern Farm Bureau, you've probably built up something most private sector workers don't have anymore: a real pension. On...

I Just Inherited Money. Now What?

Inheriting money is complicated. Even when you're grateful, it rarely feels simple. Most people who come to us after an inheritance aren't sure what to...

Financial Planning in a Crisis: At Home

Echoes at Home... It’s been another couple of weeks “at home” willing to do our part complying with the shelter-in-place order.  Then, on Tuesday we...

Client Update 4-3-20

Just an Update – Friday, April 3rd Last week we saw two significant events happen in the market.  First, on Monday, March 23rd, the market...

Preparing for your Golden Bell

The 3-time major champion Brooks Koepka approached the 12th hole (nicknamed “The Golden Bell”) at Augusta National within 2 strokes of the lead during the...

Thank You for Checking In

With all the day to day uncertainty of life now, we are forced to think about the things that we may have inadvertently taken for...

Financial Planning in a Crisis: Learn

Learn Things... I admit it, during this self-quarantine lockdown called the Coronavirus Crisis (or pandemic) I’ve become a NCIS: New Orleans junkie.  Very quickly after...

Financial Planning in a Crisis: Recovery

Picturing a Market Recovery You may be asking yourself, “When will the market recover?” or “What will a recovery look like and will it be...

Financial Planning in a Crisis: Cash

Think you need CASH? During market corrections advisors get calls from clients requesting cash.  This is particularly when the market is having a bad day. ...