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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HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Savings Accumulation
Estimate the future value of your current savings.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.