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Pamela J. Laudadio, CLU®, ChFC®, RICP®
Gregory T. Laudadio, J.D.*, AIF®
Matthew R. Laudadio, AIF®
Kathryn Wills
Business Financial Consulting Service
Comprehensive Financial Planning
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Associates
Pamela J. Laudadio, CLU
®
, ChFC
®
, RICP
®
Gregory T. Laudadio, CFP
®
, J.D.
*
, AIF
®
Matthew R. Laudadio, AIF
®
Carolyn M. Seiter
Kathryn P. Wills
Learning Center
Calculators
Loan Payoff
Home Affordability
Mortgage Refinancing
Mortgage Acceleration
Cost of Retirement
Impact of Inflation
Federal Income Tax
Tax-Deferred Savings
IRA Eligibility
College Funding
Savings Goals
Savings Accumulation
Cash Flow Analysis
Net Worth
Lifetime Earnings
Life Insurance
Life Expectancy
Disability Income Insurance
Flipbooks
Financial Management Insight: Strategies to Help Build Your Future
Understanding Social Security and Medicare: America’s Retirement Safety Net
Higher Education: College Saving and Funding Strategies
Investing Basics: Embark on Your Wealth-Building Journey
Time to Get Tax-Savvy: Managing Your Tax Burden
Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
Wealth Preservation: Planning to Leave a Legacy
Financial Protection: Using Insurance to Help Manage Life’s Risks
Newsletters
HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Beware of These Life Insurance Beneficiary Mistakes
Individual Bonds vs. Bond Funds: What’s the Difference?
What’s Required of the Executor of an Estate?
How a Family Limited Partnership Can Power an Estate Plan
Fixed Annuities: Retirement Income for Now or Later
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
Key Retirement and Tax Numbers for 2024
How Savers and Spenders Can Meet in the Middle
The Federal Reserve’s Key Meeting Dates in 2024
Can Your Personality Influence Your Portfolio? New Research Points to Yes
HOT TOPIC: Tax Season News and Survival Tips
A New Year, A New Opportunity to Save with a 529 Plan
Don’t Forget About Credit When Planning for Retirement
Do You Have These Key Estate Planning Documents?
Debit or Credit — What’s the Difference?
Small Businesses Could Face Borrowing Challenges
HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024
Understanding Life Insurance
Will You Work Beyond Traditional Retirement Age?
Setting a Retirement Savings Goal
SECURE 2.0 Makes It Easier to Give and Receive
How to Kill Your Zombie Subscriptions
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
Medical Debt and Your Credit Report
ISM Indexes Watch for Trouble on Both Sides of the Economy
New Medicare Rules Tackle Prescription Drug Prices
HOT TOPIC: Can Consumers Keep Carrying the Economy?
HDHP/HSA Pairing May Help Control Medical Costs
You’ve Received an Inheritance, Now What?
Bond Yields Are Up, but What Are the Risks?
Tax-Loss Harvesting Offers Chance at Silver Lining
Breaking Down Clean Vehicle Tax Credits for Business Owners
HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
Time to Bulk Up Your Emergency Fund
Four Key Objectives of a Sound Retirement Plan
Managing Medicare Out-of-Pocket Costs
New FAFSA Favors Grandparent College Giving
Enriching a Teen with a Roth IRA
HOT TOPIC: Soft Landing or Delayed Recession?
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
Leave a Lasting Gift with an Ethical Will
New RMD Rules Give Retirement Savings More Time to Grow
All Eyes on the Earnings Picture
Social Security 101
HOT TOPIC: What’s Happening in the World of Higher Education?
Mutual Funds: What’s in Your Portfolio?
Home Energy Tax Credits
On the Move Again: International Travel Tips
SECURE 2.0: Big Impact for Small Businesses
It’s Your Money: Why Not Get Your Withholding Right?
Why Buy Life Insurance During Unsettled Economic Times?
SECURE 2.0 Act Expands Early Withdrawal Exceptions
REITs, Rates, and Income
Tracking the Fed’s Progress on Disinflation
Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
How Taxes Impact Your Retirement-Income Strategy
A Mortgage Recast Is an Alternative to Refinancing
Does the Social Security COLA Help If You’re Not Receiving Benefits?
Most Grocery Shoppers Aren’t Fooled by Shrinkflation
Cheaper Hearing Aids Are Coming to a Store Near You
HOT TOPIC: Rescuing America’s Safety Net
Diversifying with Market Caps
Keep an Eye Out for IRS-Related Scams
Social Security Offers Benefits from Birth Through Old Age
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Bear Market Emotions: Strategy vs. Reaction
Research Articles
What Key Estate Planning Tools Should I Know About?
How Can a Living Trust Help Me Control My Estate?
What Are the Pitfalls of Probate?
How Can My Gift Benefit Me and the Charity?
How Can I Control the Distribution of My Estate?
How Will I Pay Estate Taxes?
Can I Benefit from an A-B Trust?
What Gifting Strategies Are Available to Me?
How Can I Benefit from a Charitable Lead Trust?
How Can I Benefit from a Charitable Remainder Trust?
How Can I Benefit from a Wealth Replacement Trust?
Could My Family Benefit from a Family Limited Partnership?
What Is the Best Form of Property Ownership for Me?
What Is the History of the Federal Estate Tax?
What Are My Retirement Planning Options?
Will Social Security Retire Before You Do?
How Can I Estimate My Future Social Security Benefits?
What Is a Self-Employed Retirement Plan?
What Is an Indexed Annuity?
What Are My Retirement Plan Distribution Options?
What Is a Traditional IRA?
What Is a 401(k) Plan?
How Should I Manage My Retirement Plan?
Save Now or Save Later?
What Is a Roth IRA?
How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
What Is a Required Minimum Distribution?
When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
What Is Tax Deferral?
How Can I Benefit from Tax-Advantaged Investments?
What Tax Deductions Are Still Available to Me?
What Tax-Advantaged Alternatives Are Available?
What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
How Can I Keep More of My Mutual Fund Profits?
How Can I Upgrade My Insurance — Tax-Free?
What Is an Exchange-Traded Fund?
What Is Diversification?
What Types of Bonds Are Available?
What Is a Bond?
What Do Bond Ratings Mean?
What Is a Stock Index?
How Do Mutual Funds and Stocks Differ?
What Is a Mutual Fund?
What Is a Closed-End Fund?
What Is a Mutual Fund Load?
What Is an Annuity?
What Is the Difference Between a Fixed Annuity and a Variable Annuity?
What Investment Risks Should I Know About?
What Are the Different Classes of Assets?
What Is Asset Allocation?
What College Investment Options Do I Have?
What Stock and Bond Investing Alternatives Do I Have?
529 Lesson Plan: High Scores for 529 Plans
What Are Some Tips for Managing My Money?
How Long Will It Take to Double My Money?
What Cash Management Tools Are Available?
How Do Money Market Mutual Funds Work?
How Can I Better Manage My Short-Term Cash?
What Are Some Smart Ways to Refinance?
What About Financial Aid for College?
What Savings Alternatives Are Available?
How Does Inflation Affect Me?
What Is Term Life Insurance?
What Is Whole Life Insurance?
What Is Variable Life Insurance?
How Do I Make a Property Insurance Claim?
How Can I Maximize My Insurance Benefits?
How Can I Insure My Future?
Do I Need Disability Income Insurance?
What Types of Health Coverage Are Available?
How Can I Extend My Liability Coverage?
What Is the Difference Between an HMO and a PPO?
How Can I Determine the Financial Strength of My Insurance Company?
Am I Prepared for Long-Term Care Expenses?
Videos
Financial Planning: Helping You See the Big Picture
The Pros and Cons of a Big Tax Refund
Are Your Investment Decisions Influenced by Emotions?
6 Reasons to Work with a Financial Professional
3 Factors to Consider When Investing for the Long Term
Do You Know Who Your Beneficiaries Are?
Glossary
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