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
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
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Should You Buy or Lease Your Next Vehicle?
Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Credit Card Debt
How Long Will It Take to Pay my Balance?