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 Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
-
Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.