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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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
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Why Small Businesses Should Pay Attention to Accessibility
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
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HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
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Going Green: A Fast-Growing Corner of the Global Bond Market
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
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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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.