Daniel G. Mazzola - dgmazzola@americanportfolios.com
Daniel P. Mazzola - dpmazzola@americanportfolios.com
Newsletters
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.