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18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Long-Term-Care Protection Strategies

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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.

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Principles of Preserving Wealth

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Investment Strategies for Retirement

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Retirement Redefined

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

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Do you know these three personal finance sayings?

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Can Election Results Predict the Market?

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