Financial Intelligence For Life
Anthony J. Capobianco, CLU ChFC
Thanks for visiting our website. We hope you find the information helpful. To speak with Anthony or to learn more about the fee-based financial planning and investment management services we offer, you're invited to call us at (518) 348-1200.
Capobianco Financial Advisors is located in Clifton Park, New York.Non Securities Communication only: firstname.lastname@example.org
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Couples may be able to head off many of the problems in a marriage that money can cause.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Four vacation destinations you might never have thought of.
A few strategies that may help you prepare for the cost of higher education.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
A change in your mindset during retirement may drive changes to your portfolio.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How do the markets usually react to elections? Was the 2016 election any different?
Here are five facts about Social Security that might surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here’s a crash course on saving for college.
Understanding the cycle of investing may help you avoid easy pitfalls.