Planning Pays Off
Dan Bussone, CFP®
Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.
I'm here to help educate you about the basic concepts of financial management; to help you learn more about Dean Financial Advisory, llc; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit often. Please add the site to your list of "favorites" in your Internet browser. Information is frequently updated, and I wouldn’t want you to miss any developments in the area of personal finance. I would appreciate any and all input you may have regarding the site, in particular if you would like to see more information on a certain topic. Dean Financial Advisory, llc, is a fee only, fiduciary-based advisory firm that would like to help you meet your life's financial goals.
Also, I would be happy to send you my Weekly Economic Update enewsletter, just click on contact Dan Bussone , give me your email address and let me know if you would like to be contacted or not.
Thanks, Dan Bussone, CFP®
Newsletters
-
HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
-
Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
-
Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Calculators
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?