Joseph Bucara, CFP®
Client-focused.
Value-driven.
Result-oriented.
Joseph Bucara, CFP®
Client-focused.
Value-driven.
Result-oriented.
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Knowing your likely life expectancy is an important factor in making long-term financial plans.