Daniel G. Mazzola - dgmazzola@americanportfolios.com
Daniel P. Mazzola - dpmazzola@americanportfolios.com
Daniel G. Mazzola - dgmazzola@americanportfolios.com
Daniel P. Mazzola - dpmazzola@americanportfolios.com
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
How Long Will Your Funds Last?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the future value of your current savings.