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
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
U.S. Personal Savings Rate
What can be learned from the savings rate?
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
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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.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
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What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.