What's in a Name?
When integrity, service, and character stand out, word of mouth gets out. So it’s not surprising that so many business owners, professionals, and hard working families are hearing good things about a certain financial advisor named Joe Bonfiglio.
From tax planning to investment management, from retirement plan design to insurance and estate planning Joe’s advice reflects an understanding of your family’s needs. He’s a solution-oriented advisor who helps clients plan to step to the next level financially. Couple that kind of advice with commitment to full service and follow through and it’s evident why his clients confidently plan their retirements with him.
Like the professionals and entrepreneurs he serves Joe compromises nothing – and plans comprehensively so that his clients gain the financial confidence they’ve wanted for years.
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Best Performing Asset Classes
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Learn how to harness the power of compound interest for your investments.
Retiring the 4% Rule
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Saving on Fitness Center Membership Costs
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Protect yourself against the damage that your homeowners policy doesn’t cover.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Long-Term-Care Protection Strategies
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?