Bucci Financial Services

...helping clients succeed since 1998

Bucci Financial Services is an experienced, credentialed independent financial planning practice whose primary function is to help clients and their families identify practical solutions to the complicated financial issues that we all face today. 

For young professionals, you may face financial decisions such as how to save for a home, or a child’s education, or the best way to roll over a 401K plan from your previous employer.

Others may be further along in their career or preparing for retirement.  If you are in this group, you may need help with creating income from your savings and investments in order to fund your retirement, or to have a comprehensive financial checkup before you enter retirement.

Still others may be dealing with more sophisticated financial decisions, such as how to sell or transition a business, or perhaps how to establish a process for gifting, or charity, or how to ensure that a special needs family member or other dependent is taken care of in your absence.

No matter what your situation, Bucci Financial Services is here to help provide you with sound solutions to these very important issues, and to help guide you on your path to financial success.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Disability Income Insurance

How much Disability Income Insurance do you need?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

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