Helping clients succeed
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.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
How Medicare can address health care needs in your retirement strategy.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Check out this video to begin separating fact from fiction.
There are a few things to consider when buying or leasing your next vehicle.
Savvy investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, cracking the code on bonds.