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
-
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
-
The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
-
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
-
The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
Calculators
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.