Joseph Bucara, CFP®
Client-focused.
Value-driven.
Result-oriented.
Joseph Bucara, CFP®
Client-focused.
Value-driven.
Result-oriented.
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to determine whether you qualify for the different types of IRAs.
This calculator can help you determine whether you should consider converting to a Roth IRA.