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: email@example.com
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Life insurance proceeds are generally tax-free. But not in all cases.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
At what point can you call a personal vehicle commercial?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are five facts about Social Security that might surprise you.
Do you have causes that you want to support with donations? Here are three tips.
You’ve made investments your whole life. Work with us to help make the most of them.
What if instead of buying that vacation home, you invested the money?