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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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
Calculators
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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.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?