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    A Strategic Partner

    for your long-term financial success.

Blog

Eric Reale | Jul 15, 2026

401(k) or Cash Balance Plan: What's Right for Your Law Firm?

Retirement
Tax Planning
Many successful law firms eventually reach the point where a traditional 401(k) no longer provides enough retirement savings or tax planning opportunities for
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Francis Pisano | Jul 15, 2026

What Recent Inflation Signals Mean for Financial Planning

Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management

Inflation has been the boogeyman of the economy for months.

Sticky prices. Rising gas costs. A looming rate hike.

The latest report provided useful data for

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Francis Pisano | Jul 12, 2026

One Economy, Two Realities: Understanding Today's Economic Divide

Finance
Investments
Savings
Credit
Risk Management
Retirement

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.

This isn't

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Francis Pisano | Jul 8, 2026

Common Retirement Regrets—And Proactive Moves to Consider

Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning

Many people don’t regret being retired. They regret how they got there.1

“I wish I had saved earlier.”

“I didn’t think long-term care would matter.”

“I should’ve

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Francis Pisano | Jul 5, 2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement
Lifestyle
Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.

For much of the last century, retirement followed a

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Francis Pisano | Jul 1, 2026

What 2025 Taught Us About Staying the Course

Investments
Finance
Risk Management
Retirement

Some years pass quietly. 2025 wasn't one of them.

Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested

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Francis Pisano | Jun 28, 2026

When the Weather Hits: What Natural Disasters Actually Mean for the Economy (and Your Finances)

Finance
Investments
Risk Management
Insurance

A major storm rolls through. The headlines light up. Power outages. Travel chaos. Damage estimates climbing into the billions.

And somewhere in the back of your

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Francis Pisano | Jun 24, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Finance
Retirement
Investments

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

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Francis Pisano | Jun 21, 2026

A More Flexible Way to Think About Retirement

Retirement
Finance
Lifestyle
Risk Management

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.

It sounds reasonable. But research

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Francis Pisano | Jun 17, 2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

Investments
Finance
Risk Management

It rarely starts calmly.

A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.

And

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Francis Pisano | Jun 15, 2026

What $100 Invested in 1928 Would Be Worth Today

Investments
Finance
Savings
Retirement
Risk Management

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.

But what if the most expensive

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Francis Pisano | Jun 14, 2026

The Estate Plan That Looks Complete on Paper

Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.

The plan is right there in the drawer

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About Us

We strive to help clients build financial independence through comprehensive planning, practical guidance, and developing trusted relationships.

Location

California Office

4 Hutton Centre Drive
Suite 750
Santa Ana, CA 92707

Phone: 714-210-3700
Email: fpisano@meritagewealth.com

New York Office

300 E 77th St
Suite 21B
New York, NY 10075

Phone: 646-912-6400
Email: ereale@meritagewealth.com

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Sitemap | Legal, privacy, copyright and trademark information

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Francis X. Pisano and Eric C. Reale are Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Please visit https://brokercheck.finra.org for a list of states in which Francis X. Pisano and Eric C. Reale are registered to do business.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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