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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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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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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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Car Affordability
How much can you afford to pay for a car?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.