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THE RETIREMENT AND TAX PLANNING SPECIALISTS

WASHINGTONVILLE, NY

Social Security: By the Numbers To Buy or Not to Buy Rightsizing for Retirement Exit Strategies of the Rich and Famous

errigno Financial is one of the area's premier comprehensive retirement planning firm committed to improving clients' long-term financial success. Our customized programs are designed to help grow, protect, and conserve your wealth by delivering an outstanding level of personalized service and knowledge.

Ferrigno Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.

Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. 

IRA Rollovers: Options to Consider

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Planning for Special Needs Children

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Planning for a special-needs child can be complicated, confusing, and even overwhelming.

The Business Cycle

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How will you weather the ups and downs of the business cycle?

Social Media: #Newest Business Liability Risk

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Types of Stock Market Analysis

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Strategies For Managing Student Loan Debt

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Weighing the Benefits of Prepaid Debit Cards

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The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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5 Smart Investing Strategies

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Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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