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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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
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Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
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Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.