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 →

Medicare Means Testing

Medicare program structure, premiums, and why it’s important to factor health-care costs into retirement planning.

Why You Need a Will…Even If You’re Not a Prince

A will and personal property memorandum give heirs a clear indication of specific assets you want to bequeath.

Improving Market Allows More Owners to Cash Out

Common valuation methods and how small-business owners can get the best price when selling their businesses.

Taxing Social Security Benefits

How Social Security benefits are taxed and why the current system may lead to higher tax liabilities.

More Newsletters →

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