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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market?

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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Life and Death of a Twenty Dollar Bill

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Spotting Credit Trouble

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Weighing the Benefits of Prepaid Debit Cards

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The Anatomy of an Index

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The ABCs of Zero Coupon Bonds

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Estimate how much of your Social Security benefit may be considered taxable.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Assess whether you are running “in the black” or “in the red” each month.

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The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

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An Inside Look at Retirement Living

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Principles of Preserving Wealth

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Social Security: By the Numbers

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Emerging Market Opportunities

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The Other Sure Thing

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The Fed and How It Got That Way

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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