Daniel G. Mazzola - dgmazzola@americanportfolios.com
Daniel P. Mazzola - dpmazzola@americanportfolios.com
Newsletters
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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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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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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?