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Friday, June 5, 2026

You might not need to extensively manage estate planning each year if there have not been any substantial changes. Nevertheless, estate planning remains an important part of year-end preparation because your circumstances may change....

Friday, June 5, 2026

Year-end planning can sneak up on us and, before we know it, it’s over. This frenzied time of year can become stressful, and it’s easy to let financial planning slip through the cracks at the very moment when it may have the greatest...

Monday, March 9, 2026

Do you consider yourself a wealthy individual? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does classify people....

Monday, March 9, 2026

Addressing wealth management comprehensively in today's market environment is essential for individuals and business entities. Given the dynamic nature of global markets and the ever-changing economic landscape, navigating investment...

Monday, December 29, 2025

The federal income tax filing deadline isn’t until April. However, the start of tax season is nearly upon us. Here are some tips for navigating the tax filing process to help lessen some of the stress you may feel as Tax Day arrives.·...

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Thursday, December 18, 2025

Hello all.It’s hard to believe that 2025 is almost over! On so many fronts, it has been a great year for us. We had 2 new babies enter the world, the markets have been good to us, and the practice has continued to grow. We are...

Thursday, November 27, 2025

Hello all.As we head into Thanksgiving, we at Zambri Financial certainly have much to be thankful for. In our last newsletter, we mentioned that Tony V. Zambri and JaiCe had been in the hospital because their soon to be born baby was...

Thursday, October 30, 2025

It’s been a busy month!As I am writing this on the afternoon of October 29th, the government has been shut down for 29 days, the Fed just cut rates by 0.25%, the market has continued to go up, and a baby is likely to arrive a month...

Wednesday, September 24, 2025

Welcome to fall! It’s hard to believe that we are almost through with September.  As I write this on the morning of the 25th, there is a palpable excitement for the Ryder Cup.  Newsday ran an article estimating the economic benefit to our

Wednesday, August 27, 2025

As I write this in the late afternoon of 8/21/25, the markets have continued to have strong performance Year-to-Date.  The last few days have seen some declines.  Still, overall, it has been a very good almost 8 months of the year.  I would

Thursday, July 31, 2025

In the last newsletter, I mentioned that Tony V. Zambri and his wife JaiCe would be closing on a new (to them) home this month.  Well…that has happened.  Above is a picture of the happy homeowners!  May they be blessed with many years of jo

Wednesday, July 16, 2025

First of all, I hope that you all enjoyed the long 4th of July weekend.  The weather on Long Island was spectacular!  We are thankful to have been able to spend time with family and friends.