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 →

Stacking Up Tax Breaks for Business Investments

Tax code provisions may allow for larger, immediate deductions for businesses: bonus depreciation and IRC Section 179 expensing.

FAFSA in the Fall for Lower Stress

New rules enable families to begin the FAFSA earlier using tax returns from two years prior to the academic year.

HOT TOPIC — Pain at the Pump: Why Does It Cost More to Fill Your Tank?

A look at the relationship between oil and gas prices, and how global factors have driven up prices at U.S. fuel pumps.

How a Pension Could Affect Social Security Benefits

The potential impact on Social Security benefits by the Windfall Elimination Provision and the Government Pension Offset.

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