Helping clients succeed
since 1998
Bucci Financial Services is an independent financial advisory practice whose primary function is to help clients identify practical solutions to the complicated financial issues that we all face today. We take our ethics and fiduciary responsibilities very seriously, which is why we pride ourselves on holding some of the industry’s highest credentials. Whether an individual, family or small business, our goal is to put your best interests first and help you achieve financial success.
We pride ourselves on taking a lot of time getting to know you, and to understand your financial goals. We utilize a strategic process designed to help you plan, protect and grow your wealth in the most tax efficient way possible. As your financial situation changes over time, we will be monitoring your plan on an ongoing basis and will recommend tactical shifts to ensure we are moving you closer to achieving your goals.
Helpful Content
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
U.S. Personal Savings Rate
What can be learned from the savings rate?
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.