Michael J. Guarino Jr. AAMS, J.D.
Michael J. Guarino III, CDFATM
Branch Operations Manager
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Lifestyle considerations in creating your retirement portfolio.
Knowing your options when a CD matures can help you make a sound investment decision.
Five strategies for managing your student debt.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Even low inflation rates can pose a threat to investment returns.
$1 million in a diversified portfolio could help finance part of your retirement.
Around the country, attitudes about retirement are shifting.
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
Learn how to harness the power of compound interest for your investments.