Planning for the Future...That's my Job
Are you overwhelmed when you think about the components involved in planning for the future, for you and your family? You're not alone...and you don't have to go it alone.
Meet Tony Ricci, CFP® a CERTIFIED FINANCIAL PLANNER™ practitioner, a professional advisor who specializes in helping you design your preferred lifestyle. After gaining an understanding of your specific needs, Tony can help you make choices about all types of planning.
Newsletters
-
Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
-
Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
-
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
-
It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Lease Payment
How much would your monthly lease payment be?