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
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Saving for College 101
Here's a crash course on saving for college.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!