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
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Information vs. instinct. Are your choices based on evidence of emotion?
A few strategies that may help you prepare for the cost of higher education.
A letter of instruction provides additional and more personal information regarding your estate.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
You’ve made investments your whole life. Work with us to help make the most of them.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Investors seeking world investments can choose between global and international funds. What's the difference?
Estate conservation is too important to put off. Do you have a smart exit strategy?
When markets shift, experienced investors stick to their strategy.