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
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.