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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Naming a Trusted Contact
It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
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Sectors: Overweight, Underweight, or Just Right?
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
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Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.