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 →

Two Tax-Friendly Retirement Plans for the Self-Employed

Solo 401(k)s and SEP IRAs are relatively simple for small-business owners and self-employed individuals to set up.

A New Look at Old Retirement Savings Guidelines

Need help understanding complicated retirement savings guidelines? Here are four ideas to help simplify some savings strategies.

Deficit Trading: The Import/Export Imbalance

Some facts to help understand the issues behind the trade deficit headlines, and how China factors into the story.

Going Public

A discussion on the initial public offering (IPO) process, recent trends, and investment risks.

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Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,013.29 + 1.21
Nasdaq Composite 7,394.04 + 0.54

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