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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Regardless of how you approach retirement, there are some things about it that might surprise you.
At what point can you call a personal vehicle commercial?
Life insurance proceeds are generally tax-free. But not in all cases.
An increasing number have been developed to help individuals with their personal finances.
For homeowners who think their property taxes are too high, there are ways to appeal.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here’s a quick guide to checking to see if you have unclaimed money.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are hundreds of ETFs available. Should you invest in them?
What does your home really cost?
Making the most of surprises is a great reason to work with us.