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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

More Newsletters →