Welcome to Advanced Financial Concepts, a full-service financial services organization focusing on retirement planning , income distribution and estate conservation strategies.
Advanced Financial Concepts can:
- Help you clarify and define your goals
- Recommend strategies which fit your individual needs
- Explain how changing financial conditions affect you
- Help make sure your financial goals and objectives stay on track
- Help make investment planning easier
- Coordinate objectives with your CPA and Attorney
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports we hope will raise questions and peak your interest.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at rich.casolari@ceterawealth.com or reach my on my cell (312) 504-0757. I look forward to speaking with you.
Newsletters
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If You Don’t Have a Will Yet, Why Not?
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
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ETFs Are Closing the Gap with Mutual Funds
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Lease Payment
How much would your monthly lease payment be?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.