Wachovia

Click here if you are interested in receiving a complimentary copy of my newsletter or call my office at 212-978-1122 and ask to receive it.

I hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. 
 

I created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning strategies, and wealth preservation. Most importantly, I hope you see the value of working with us to pursue your financial goals.

I'm here to help educate you about the basic concepts of investment planning, to help you learn more about who I am, and to give you fast, easy access to market performance and data. 
 
I  hope you take advantage of this resource and visit this site often. Be sure to add our site to your list of "favorites" in your Internet browser. I frequently update my information and I wouldn't want you to miss any developments in the area of personal finance


 

"My mission is to provide personalized investment advice to reduce my clients financial concerns and help them to enhance their net worth."
-Anthony DiMaggio

 

                                                                                        


 

 

  • 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.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Retirement Plans for Small Businesses

Compare the benefits and limitations of 401(k) and SIMPLE IRA plans to see how they might meet a company’s needs.

Tax-Conscious Investing

How a mix of taxable and tax-deferred accounts could help reduce the effect of taxes on an overall portfolio.

Expanding a Student’s College Options

To help students cover rising higher-education costs, it may be wise to start saving as early as possible.

Looking Back, Looking Forward

Various indicators (leading, coincident, and lagging) may be helpful to better understand economic trends.

More Newsletters →

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