Blog
Is Passive Investing on Your Own the Quickest Path to Financial Independence and Generational Wealth
The widespread availability of low-cost ETFs and index funds has made investing more accessible than ever, allowing investors to build diversified portfolios with minimal cost. While passive investing can be an effective long-term strategy,
Read MoreTax-Smart Real Estate Investing: Depreciation, The Phantom Deduction Driving Tax-Deferred Growth
“More money has been made in real estate than in all industrial investments combined.”— Andrew Carnegie Imagine owning a property that generates rental income, increases in value over time, and still provides a tax deduction each year....
Read MoreJohn Vento Returns to The DOC Podcast
We are pleased to share that John Vento Sr. recently returned to The DOC Podcast with Dr. Mike Deluke for a conversation about generational wealth planning, fiscal discipline, and tax-smart real estate strategies.John always enjoys the...
Read MoreTrump Accounts: A New Opportunity to Build Generational Wealth
We hope you had a wonderful Independence Day as our nation celebrated its 250th birthday! Trump Accounts are now officially available, giving families a new opportunity to begin investing for the next generation from birth.Much of the...
Read MoreTax-Smart Real Estate Investing: Expanding Your Portfolio Through Equity Recycling
One of the advantages of real estate investing is that success can build upon itself. As properties appreciate and loans are paid down, equity accumulates. Over time, that equity may become one of an investor's most valuable financial resou
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A Letter From Our Founder & Chairman of the Board
When I graduated college in 1985 and began my career, I had a simple goal, to help people make better financial decisions and build a more secure future for their families. I could never have imagined where that journey would lead....
Read MoreLearning Opportunities Through The DOC Podcast
At Vento Tax & Wealth Management Group, we are always looking for valuable educational resources that can help individuals, families, and business owners make more informed financial decisions. One resource we recommend is The DOC...
Read MoreMarket Update: Leading Indicators Continue to Signal Expansion
Please find below the latest update from ClearBridge’s Anatomy of a Recession report, which provides an updated economic outlook and insights into the 12 leading indicators they track. In this update, the Recession Risk Dashboard...
Read MoreTax-Smart Real Estate Investing: The Power of Leverage
One of the defining advantages of real estate investing is the ability to use leverage. For many investors, leverage plays an important role in how portfolios are built and expanded over time. At its core, leverage allows you to use...
Read MoreTrump Account Program Update: App Now Available
As anticipation builds for the July 5th launch of the Trump Account program, the official website and mobile app are now available to the public. Trump Accounts represent a unique opportunity to begin building long-term savings for the...
Read MoreNew York's New Pied-à-Terre Tax: What Property Owners Need to Know
As part of New York's recently enacted state budget, lawmakers have approved a new New York City pied-à-terre tax that will impose an annual surcharge on certain high value residential properties that are not used as a primary...
Read More4 Generation Family of Financial Professionals Releases Definitive Tax-Smart Wealth-Building Guide
From the John Vento family in New York, “The Generational Wealth Code: A Tax-Smart Roadmap to Financial Independence” hits shelves June 9, 2026 STATEN ISLAND, N.Y., May 30, 2026 – Vento Tax & Wealth Management Group today announced the...
Read MoreBe Among the First to Receive The Generational Wealth Code
As the June 9 release date approaches, I wanted to send a quick reminder that The Generational Wealth Code: A Tax-Smart Roadmap to Financial Independence is available for pre-order. This book combines decades of experience helping...
Read MoreMarket Update: Expansion Outlook Remains Intact
Please find below the latest update from ClearBridge’s Anatomy of a Recession report, which provides an updated economic outlook and insights into the 12 leading indicators they track.In this update, the Recession Risk Dashboard...
Read MoreIntroducing the Tax-Smart Real Estate Investing Series
The difference between a good real estate investment and a well-structured one often comes down to how it is approached from a financial and tax perspective. Investors who understand the tax rules surrounding real estate, including how...
Read MoreOur New Book: The Generational Wealth Code
I’m pleased to share an exciting milestone for our firm and our family.Over the past four decades, I’ve had the privilege of helping thousands of individuals and families work toward financial independence and build lasting wealth....
Read MoreReflections on KADA and What’s Ahead at the Greater New York Dental Meeting
John Vento shares highlights from the KADA conference and previews two upcoming sessions at the Greater New York Dental Meeting, focusing on financial independence and practice success.
Read MoreWhat the July 4th Passed “One Big Beautiful Bill” Act Means for You
The One Big Beautiful Bill Act extends TCJA cuts, adds new deductions & credits for families, seniors, businesses & more—giving taxpayers certainty & bigger refunds through proactive planning.
Read MoreMarket Update: Strengthening Indicators Support Growth Outlook
ClearBridge’s latest Anatomy of a Recession update shows positive momentum: Truck Shipments and the Yield Curve have improved, keeping the Recession Risk Dashboard in expansionary territory. With 8 of 12 indicators positive, the outlook rem
Read MoreExploring the Economic Potential of the “One Big Beautiful Bill”
This bill proposes permanent tax cuts, business incentives, and strategic tariffs to boost economic growth, support families and small businesses, and strengthen the tax base without raising rates.
Read MoreLooking Ahead: What’s Next After April 15th?
There’s growing momentum in Washington around a new tax reform proposal that could bring some of the most significant changes since the Tax Cuts and Jobs Act. Here are some of the highlights worth keeping an eye on..
Read MoreMarket Update: How New Tariffs Could Impact Investors
The latest market update from Cetera Investment Management provides insight into the newly announced tariffs and what they could mean for economic growth, inflation, and financial markets. The commentary also reinforces the importance...
Read MoreA New Chapter: Economic Implications of Trump's Second Term
Following a long election season, Donald Trump was declared the winner, making history as the first president since Grover Cleveland in the late 1800s to be elected two non-consecutive presidential terms.
Read MoreWelcoming Nicole Vento, CPA to the Vento Tax & Wealth Management Group
I am thrilled to share some exciting news with you. Effective August 26, 2024, my daughter, Nicole Vento, officially joined Vento Tax & Wealth Management Group as a financial advisor. Nicole brings a year and a half of wealth...
Read MoreFive Estate Planning Probate Avoidance Strategies You Should Consider Implementing
In life, I believe that planning for the future and taking the necessary steps to achieve your goals are essential for financial independence. This principle holds true for planning the financial legacy you will one day leave to your...
Read MoreTop 10 Year-End Tax-Smart Investing Strategies for 2023
It’s hard to believe it’s already November, which means it’s time to start thinking about tax-smart investment strategies that you may want to implement before the end of the year. Your goal here is to create...
Read MoreWhat is Your Optimal Age to Claim Social Security Benefits
As you plan for retirement, one of the most important questions you will need to answer is deciding at what age you will begin claiming Social Security benefits. While you may be anxious to claim as soon as possible, determining...
Read MoreRoth IRA Conversions and Tax Loopholes that May Apply at the State and Local Level
One of my top tax-smart investing strategies is to contribute to either a traditional or Roth individual retirement account (IRA) each year if you are eligible to do so. If you contribute to a traditional IRA, you may see a tax...
Read MoreAdvantages and Disadvantages of Using a Revocable or Irrevocable Trust
Trusts can be a valuable tool for both elder care and estate planning, helping to manage assets during your lifetime and control how those assets are distributed after death. There are two primary types of trusts, revocable and...
Read MoreIs the Money in Your Bank Account Safe?
Financial regulators closed down Silicon Valley Bank (SVB) on Friday, marking the largest U.S. bank failure since the 2008 financial crisis. Over the weekend, regulators took control of yet another lender, Signature Bank, which faced a...
Read MoreWelcome Vento Tax & Wealth Management Group!
We are thrilled to share our new name and new look. We remain committed to providing the same excellent service that you have come to expect from us. Our rebranding will bring us together as one united firm, allowing us to serve you even be
Read MoreNewly Enacted Retirement Rules and Tax-Smart Strategies
The new law includes 90 provisions, most of which affect retirement savings rules. Some of these go into effect this year and others will start any time between 2024-2027. I’m highlighting some of the major changes that could affect you...
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