Blog
Retirement Planning for Wealthy Individuals: 6 Ideas to Help You Get Your Finances in Order
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....
Read MoreHow to Address Wealth Management in Today's Market Environment
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...
Read MoreThe Ultimate Guide to Navigating Tax Filing Season for 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.·...
Read MoreDecember 2025 Newsletter
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...
Read MoreNovember 2025 Newsletter
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...
Read MoreShow All
October Newsletter
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...
Read MoreSeptember 2025 Newsletter
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
Read MoreAugust 2025 Newsletter
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
Read MoreJuly Newsletter 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
Read MoreJune 2025 Newsletter
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.
Read More