Specializing in Taxes, Investment Management and Retirement Income Planning

Anthony E. LoCascio, CFP®

SPECIALIZING IN TAXES, INVESTMENTS, WEALTH MANAGEMENT & RETIREMENT INCOME PLANNING WITH FOCUS ON PRESERVATION AND DISTRIBUTION OF ASSETS.

Anthony's next Seminar "Secure Your Retirement"  will be held in January.  Please check back for dates.  Enjoy the Holiday Season but if you need us please call our office! Finances don't take a Holiday!

If you are not happy with the Income you are receiving from your retirement investments please contact Anthony LoCascio Consulting for a COMPLIMENTARY, NO OBLIGATION appointment. 

Don't miss "Make Your Money Work" radio show on Saturday mornings at 8:30 a.m. on WCTC 1450 AM.

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind taxes, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Car Affordability

How much can you afford to pay for a car?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Lease Interest

What's the interest rate on the lease you're considering?

More Calculators →

Newsletters

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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