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646 Plank Road
Suite 209
Clifton Park, NY 12065 
(518) 348-1200

Anthony J. Capobianco

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Don't Buy The Hype Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap

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: acapobianco@capoassoc.com

Helpful Content

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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