Joseph Bucara, CFP®
Client-focused.
Value-driven.
Result-oriented.
Joseph Bucara, CFP®
Client-focused.
Value-driven.
Result-oriented.
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Will you be able to afford nursing home care?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.