Joseph Bucara, CFP®
Client-focused.
Value-driven.
Result-oriented.
Joseph Bucara, CFP®
Client-focused.
Value-driven.
Result-oriented.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
How Long Will Your Funds Last?
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.