Albert D. D'Agostino, CFP®
Financial Planning Through a Relationship of Trust "financial solutions that ADD up" We help enrich the quality of your life by creating a strategic roadmap based on your own core values and goals. You are entitled to more confidence that your money is being handled according to a plan based on what is important to you.
Newsletters
-
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
-
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.
-
Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
-
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.