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
-
How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
-
Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
-
On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.