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Michael A. Procaccio
Pro Financial Services Group, Inc.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
However exciting retiring abroad may sound, it deserves considerable planning.
At what point can you call a personal vehicle commercial?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Building wealth requires protection from the forces of wealth destruction.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What does your home really cost?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
With alternative investments, it’s critical to sort through the complexity.