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Blog

Mark Carlozzi | Jan 7, 2026

5 Financial Crossroads That Could Reshape Your Future

Finance
Retirement
Family
Tax Planning
Risk Management

You know how life tends to throw in a few plot twists?

They don't ask if you're ready. They just show up—with potential financial consequences tagging along.

A

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Mark Carlozzi | Jan 1, 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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Mark Carlozzi | Dec 17, 2025

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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Mark Carlozzi | Dec 3, 2025

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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comforting-communication
Mark Carlozzi | Nov 24, 2025

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Estate Planning
Family
Health
Disability
Insurance
Risk Management

These conversations aren’t easy.

Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe

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A person stands in a tunnel shaped like a human head, looking toward a bright sky and sun at the end of a staircase, symbolizing self-discovery or inner journey.
Mark Carlozzi | Jun 23, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out?
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A young woman vacuuming her apartment with headphones on and dancing.
Mark Carlozzi | Jun 23, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes.
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Contact Info

Office: 330-758-8360
Toll Free: (800) 462-1559
Fax: (330) 758-8355
Email: info@carlozzifinancial.com

Location

831 Southwestern Run, Suite 1
Poland OH 44514

Services

Financial Planning
Wealth Management
401k/403b Planning
Investment Management
Retirement Planning
Insurance & Risk Management
Estate & Legacy Planning
 

Get in touch

Osaic Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. Member: FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 

This communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Florida, Georgia, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington D.C., Wisconsin.  No offers may be made or accepted from any resident outside the specific state(s) referenced.
 

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