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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Even if you’re young and single, you should still consider protecting yourself.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
When to start? Should I continue to work? How can I maximize my benefit?
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A four-step framework for building a personal legacy.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are a few things to consider when buying or leasing your next vehicle.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.