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
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.