Practical financial education written for the generations building wealth in one of the most challenging economic environments in history. Every chapter turns complex financial ideas into decisions readers can act on.
A practical guide for Millennials, Gen X, and Gen Z navigating investing, credit, inflation, and financial decision-making in an increasingly complicated world.
Drawing on more than three decades as a financial advisor, Mario breaks down the financial principles that create lifelong confidence, without jargon, hype, or product pitches. When acting in the capacity of an investment advisor representative, Mario serves in a fiduciary capacity.
The foundational principles of building and keeping wealth
Investing, credit, and debt in today's economy
The real cost of inflation on everyday decisions
The time value of money and why starting now matters
Discipline over prediction: ignoring the noise
A Guide for Pre & Post Retirees and Baby Boomers. By Mario V. Sicari.
The Art of Preserving Wealth offers practical guidance and thoughtful solutions to help individuals confidently navigate important financial decisions. Written for pre- and post-retirees and Baby Boomers, it explores managing risk, creating sustainable income, minimizing taxes, planning for healthcare expenses, and preserving assets for future generations.
Managing risk
Creating sustainable income
Minimizing taxes
Planning for healthcare expenses
Preserving assets for future generations
Making informed decisions aligned with personal goals and values
Credit, budgeting, first investments, and the habits that compound for decades.
Investing, homeownership, family finances, and long-term planning in a high-cost economy.
Retirement readiness, estate planning, and preparing the next generation to receive wealth well.
Organizations frequently pair Mario's keynote presentations with bulk copies for attendees, extending the impact of the event long after the presentation ends.
Hear Mario expand on every chapter through keynotes, podcasts, and continuing education programs designed for every audience.