Michael J. Guarino Jr. AAMS, J.D.
Michael J. Guarino III, CDFATM
Branch Operations Manager
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
There are four very good reasons to start investing. Do you know what they are?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A look inside the U.S. government's statistics on household net worth.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Why are 401(k) plans, annuities, and IRAs so popular?
How will you weather the ups and downs of the business cycle?
In life it often happens that the answers to our most pressing questions are right in our own backyards.