An Important Financial Step to Take With Children Over 18 Many parents are shocked and concerned when their 18-year-old child gets sent to the hospital while away at college. Suddenly, they discover the hospital refuses to speak to them about their child’s medical condition, citing privacy laws. The hard fact is that once a […]
An Important Financial Step to Take With Children Over 18 Read More »
The Rockefeller Approach to Wealth: Principles You Can Apply Today* Most people are told the same thing when it comes to managing their money: work hard, save diligently in retirement accounts like 401(k)s and IRAs, and hope that by the time you retire, you’ll have enough. Consider the Rockefellers—a family known for preserving and
The Rockefeller Approach to Wealth: Principles You Can Apply Today* Read More »
The Costly Mistake of Market Timing: Why Staying Invested Matters In times of market volatility, political uncertainty, or negative news headlines, it’s natural to feel the urge to protect your investments by moving to conservative positions. After all, avoiding losses feels like a smart move. But while this instinct might provide temporary relief, history has
The Costly Mistake of Market Timing: Why Staying Invested Matters Read More »
Help Mitigate Your Taxes with Proper Planning. High-income earners face a unique challenge: the more successful you become, the more complex – and potentially costly – your tax landscape grows. Much of the tax pressure families feel in their 50s, 60s, and 70s doesn’t come from mistakes. It comes from following incomplete or traditional
Help Mitigate Your Taxes with Proper Planning. Read More »
101 Crawfords Corner Rd. Suite 2405 Holmdel, NJ 07733 | (908) 709-0020
© 2025 The Fitzgerald Group. All Rights Reserved.
Check the background of your financial professional on FINRA’s BrokerCheck.
This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, /SIPC . OSJ: 101 Crawfords Corner Road, Suite 2405 Holmdel, NJ 07733. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Fitzgerald Group is not an affiliate or subsidiary of PAS or Guardian. California Insurance ID #0H01236.
8689720.1 EXP 1/28
Guardian and its subsidiaries do not issue or advise with regard to mortgages or real estate Forbes: This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Financial Security Professionals List 2025 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. Centurion Club: Guardian endorses and establishes the criteria for this award/ recognition.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
