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925 Ygnacio Valley Rd, Suite 201, Walnut Creek, CA 94596

(925) 818-2389
mario@longevitywealthmanagement.com
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Get insights from Mario through media appearances, guest author articles, and more. 

With a strong belief in financial education and a commitment to providing resources for his community, Mario hopes to promote financial literacy and greater retirement knowledge through his work. Since he does this in various formats and through a variety of sources, we've collected his insights into this one place to help anyone interested discover his contributions. Should you ever want to discuss further, please schedule a meeting with us! 

Thursday, April 9, 2026

While annuities may offer the potential for increased stability and a conservative approach to market risk during volatile times, they are complex instruments that require careful evaluation...

Saturday, February 28, 2026

As our financial and personal lives shift almost entirely online, our "paper trails" have been replaced by "pixel trails". These digital assets become a crucial part of your legacy and often hold the highest sentimental and financial...

Wednesday, February 4, 2026

Warren Buffett’s quotes have provided clarity during confusion over the years.But his final act speaks louder than any expression. He did nothing.As CEO, Buffett had nearly $400 billion in cash to spend in 2025. But he found no...

Monday, January 5, 2026

My family recently experienced a deep loss when my father-in-law passed away. He had been slowing down for a few years, so while we miss him dearly, we knew the inevitable would eventually happen.Fortunately, he had prepared his estate...

Wednesday, November 5, 2025

I recently had the incredible honor of ringing the Closing Bell at the New York Stock Exchange (NYSE), helping a colleague celebrate the debut of his Exchange Traded Fund. If you've had the pleasure of seeing the NYSE trading floor,...

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Friday, October 3, 2025

As the end of summer ushers in the fall season, it's not just football that takes center stage. It's also the perfect time to proactively engage in tax planning. A proactive approach may significantly reduce your income taxes and give...

Tuesday, September 2, 2025

Hardly a day goes by that someone doesn’t say to me, “I’m putting off a decision until the Fed changes interest rates.” But I’m quick to remind people that the “rate dominoes” don’t always fall as you may expect. Here’s what could...

Friday, August 1, 2025

Trump's "One Big Beautiful Bill Act" (OBBBA) may "beautify" the tax situation for many, but it's important to recognize that it's a comprehensive package with both benefits and potential drawbacks depending on individual circumstances.

Monday, June 30, 2025

Life insurance is a vital component of anyone's financial plan, especially for families and individuals who rely on a spouse or partner for financial support. With its numerous benefits, it's an essential consideration for newly married..

Monday, June 2, 2025

Just as we nurture our children's artistic, scientific, and athletic growth, it’s important to equip them with essential financial skills. In an era of instant gratification fueled by social media, teaching kids to prioritize and...

Thursday, May 8, 2025

Balancing the needs of aging parents with our own can be a struggle. The time commitment required to address their needs can be substantial. Here are some strategies that can help reduce the effort and stress involved....

Friday, April 4, 2025

The recent wave of federal layoffs has cast a spotlight on the vulnerability of even seemingly secure employment. For those affected by job loss, the initial shock can be overwhelming, triggering a cascade of anxieties related to...

Tuesday, March 18, 2025

It's crucial to remember that our insurance needs evolve as our lives change. Whether we’re getting married, having children, or approaching retirement, regularly reviewing the types and amounts of coverage is essential..

Thursday, December 5, 2024

These long-term strategies may provide tax-free income year after year.

Friday, October 18, 2024

You can implement these easy measures today to reduce the risk of financial harm from exposed data.

Monday, September 9, 2024

The earlier you start planning, the more control you have over your future, empowering you to make informed decisions and feel more secure.

Friday, July 26, 2024

Here are eight things you can do to help protect your family.

Friday, June 7, 2024

Don’t let the political fearmongering derail you from your financial plan.

Friday, April 26, 2024

Here are some general considerations to ensure the gift of assets to your kids will not negatively affect your financial future.

Thursday, March 7, 2024

Funding large purchases should be thoughtfully planned.

Thursday, February 1, 2024

Financial planner and former soccer coach offers these strategies to help you plan for a winning future.

Thursday, November 30, 2023

What should you consider in coming up with your living expense level?

Saturday, July 1, 2023

My son recently graduated and is starting his first professional job. After years of being a college student, he feels flush. As he begins to establish his new adult life, I realized he needed some budgeting guidance. How much is a...

Saturday, April 1, 2023

For most people being a millionaire sounds like the life of the rich and famous. However, most millionaires are not famous, and they didn’t inherit their wealth. They didn’t win the lottery or make a six-figure income. So, what does a...

Wednesday, March 1, 2023

To improve is to change; to be perfect is to change often – Winston Churchill

Wednesday, February 1, 2023

As we organize our financial records for tax time and take stock in our financial well-being, now might be a good time to consider hiring a financial advisor. You might be asking yourself, with robo-advisors and free financial advice...

Sunday, January 1, 2023

There is much to plan for in life — college, your wedding, your first child, retirement, life insurance — and with more than enough to keep you busy, it is easy to forget about your will. After all, no one wants to think about dying,...

Thursday, December 1, 2022

We have all heard how important it is to have cash reserves. However, a recent survey by Bankrate showed that 63% of Americans could not pay a $500 unexpected expense because they did not have the savings. In general, individuals...

Tuesday, November 1, 2022

There have been many studies regarding what makes people happy. You might think that the more money people have, the happier they are. Well according to a 2014 WIN/Gallup poll you would be wrong. It surveyed people in 65 countries and...

Saturday, October 1, 2022

My wife and I agree on most things, but when it comes to putting together a monthly budget, it can be a challenge. Our financial styles are different, one being more of a spender, the other more of a saver. It’s important to recognize...

Friday, July 1, 2022

“He that can have patience can have what he will.” ― Benjamin Franklin

Sunday, May 1, 2022

As you are undoubtably aware, the Russian invasion of Ukraine has continued to intensify with no end in sight. Russia’s apparent goal has gone from occupying a couple of relatively small eastern provinces to one of total occupation....

Friday, April 1, 2022

Concerns about inflation are all over the headlines. Yes, wages have started climbing, but not as fast as inflation. There is also talk that interest rates may increase. So you might be asking what is inflation? Inflation is when...

Tuesday, March 1, 2022

With increasing inflation and interest rates and a war in Ukraine, there is a lot of stress investing in today’s bear market and it can be difficult to navigate. One strategy that may increase confidence about staying in the market is...

Saturday, January 1, 2022

The meaning of resolution is “a firm decision to do or not to do something.” The key words are “firm decision”. If you make a firm decision about something then you must also take action and set a deadline, in other words, set a goal!...

Wednesday, December 1, 2021

In the last year, clients have been concerned about how the pandemic would affect their portfolio and wondered whether to stay in the market or bail. As I discussed this dilemma with clients, I started thinking about the classic rock...

Monday, November 1, 2021

One of my favorite clients decided to follow his dream and open a sports equipment shop before most people knew about Amazon and the power of the internet. Excited to be a business owner and confident that his business would be...

Friday, October 1, 2021

The pandemic has changed all our lives forever. Some have experienced the loss of a loved one while others have lost their livelihood. I recently met with a client who lost his job, a career that had spanned over 30 years. The impact...

Wednesday, September 1, 2021

We all know how important exercise is to your health. Studies have shown that exercise enhances the quality of life and helps you live longer. Financial fitness works the same way. Good financial health helps pave the path to...

Sunday, August 1, 2021

The Pandemic has affected everyone whether it be emotionally, physically and/or financially. For some, the financial impact has been significant. As the world starts to open back up and many return to their pre-covid social and work...

Sunday, August 1, 2021

During my soccer coaching career at a local high school, I always looked forward to the beginning of a new season – the excitement of evaluating each player’s talent and developing a plan for success. By capitalizing on each player’s...

Thursday, July 1, 2021

Saving for retirement can be daunting especially when you think of the years it can take to establish a pot of money that will last for the duration of your life. However, it may be possible to retire earlier than you think if you...

Thursday, July 1, 2021

In recent years, robo-advisors have grown in popularity as a low-cost investment tool. Based on your answers to an online questionnaire looking at your risk tolerance, time horizon etc., robo-advisors can automate your investment...