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 solutions which fit your individual needs
- Explain how changing financial conditions affect you
- Make sure your financial goals and objectives stay on track
- 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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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
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All-in-One Funds: Targeting Time or Risk?
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
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New Changes to College Financial Aid and Education Tax Benefits
The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Lease Payment
How much would your monthly lease payment be?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.