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 →

Disaster Insurance Can Help Your Company Stay Afloat

It's important to identify the potential risks that threaten your business, create a disaster plan, and obtain adequate insurance.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

Birthday Opportunities

Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.

A Steady Strategy

Dollar-cost averaging can be an effective way to accumulate shares without focusing on market movements.

More Newsletters →

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,691.00 + 0.52
Nasdaq Composite 7,824.06 + 0.22

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