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

 

                                                                                        


 

 
Learning Center
  • Articles

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    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

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  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

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    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

More Newsletters →

Market Watch

January 27, 2012 @ 07:30 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
10 Year Treasury Note 1.90- 0.03

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