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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Give and Receive with a Charitable Remainder Trust
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?