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.
Joe serves clients all over the United States, New York, and New Jersey, but primarily in Monmouth County, NJ in the towns of Holmdel, Colts Neck, Middletown, Lincroft, Morganville, Manalapan, Hazlet, Tinton Falls, Red Bank and Rumson.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Your credit score may influence how much you pay for auto and home insurance.
Gaining a better understanding of municipal bonds makes more sense than ever.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Term insurance is the simplest form of life insurance. Here's how it works.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Peer-to-peer payment apps are one of the newest ways to send money.
2018 could be shaping up to be an interesting year.
What are your options for investing in emerging markets?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Take a look at this 2017 Market Recap.