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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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
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Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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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 72.