Helping you make wise financial decisions!
Celebrating our 40th year!!!!
From professional tax services to personalized wealth management strategies, our profound commitment is to serve your needs.
Our ability to apply our knowledge and experience consistently, professionally and personally has brought us the success that matters most to us: highly satisfied clients and enduring client relationships.
Michael A. Procaccio
Pro Financial Services Group, Inc.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Bonds may outperform stocks one year only to have stocks rebound the next.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Even low inflation rates can pose a threat to investment returns.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
When do you need a will? The answer is easy: Right Now.