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
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
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The Employment Situation: A Closely Watched Report
Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Car Affordability
How much can you afford to pay for a car?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.