Tony Fazio, CFP® is a Minneapolis, Minnesota Based Financial Planner

Offering Money Management, Managed Accounts, Financial, Investment, Retirement and Estate Planning Services

The general infomation in this website should be reviewed with proper legal and accounting professionals prior to taking any action. Fazio & Associates and its related firms/individuals assume no liability for the accuracy or applicability of any infomation contained herein or subsequently reached through this site.
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Is Smart Beta for You?

Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

Insurance with Potential Cash Value

Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.

Is a Roth 401(k) Right for You?

An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.

Rules of the Rollover

Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

More Newsletters →

December 13, 2018 @ 01:49 PM

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