Daniel G. Mazzola - dgmazzola@americanportfolios.com
Daniel P. Mazzola - dpmazzola@americanportfolios.com
Newsletters
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Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.