July 2024 Living Well

Cultivating Good Money Habits in Your Kids

“Any fool can spend money. But to earn it and save it and defer gratification – then you learn to value it differently.”

David and Goliath by Malcom Gladwell

J.P. Dowds, CPA/CFP shares ideas on how to cultivate financial literacy for your kids. Click here for the full blog.

What is an ESOP? A Guide to Employee Stock Ownership Plans

Employee Stock Ownership Plans, commonly known as ESOPs, can be a great option for providing a succession plan for closely held companies. This type of business structure can benefit the business owners, the company and its employees. But what exactly is an ESOP and how does it work? Click here for the full blog by Paula Nangle, CFP® .

This month we spotlight Nicholas Pileggi, CFP® , Senior Wealth Advisor at Marshall Financial. Nick has been with the firm since 2019. Click here for his bio.

Hi! My name is Nick Pileggi, one of the Senior Wealth Advisors here at Marshall. I joined Marshall in 2019 as a Wealth Advisor. It has been very rewarding getting to know clients and assisting them by delivering strategies to help them achieve their goals and maximize their potential. Working alongside everyone at Marshall has been a pleasure, which I look forward to on a daily basis.

Outside of work, I enjoy staying active by playing soccer in various leagues or pick-up games. In addition to rooting for all of the Philly sports teams, the soccer team I follow is Inter Milan, who play in Italy’s Serie A league.

I also enjoy spending time with family and friends and traveling. Most of my international travel has included visiting family in Italy and Switzerland.

This is a picture of my brother (right) and I visiting my two cousins (left) in Switzerland. We spent the day hiking Mount Rigi.

Disclosure: Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania. This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services. Investing involves risk, including risk of loss. References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index. This newsletter contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this letter will come to pass. Additionally, this newsletter contains information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein, and take no responsibility, therefore. For additional information about Marshall Financial, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully.