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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HOT TOPIC: The Fed Pivots to Fight Inflation
This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.
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What’s Your Retirement Dream Elevator Pitch?
How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.
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If You Don’t Have a Will, You Probably Should
Do you have a will? If not, this article offers three key reasons why you should.
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Are You a HENRY? Consider These Wealth-Building Strategies
High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.