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. 

 

Helpful Content

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Best Performing Asset Classes

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

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

How Compound Interest Works

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

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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