Charitable Giving: Smart from the Heart Should I Invest in Gold? Estate Management 101 Raise Your Retirement Income

Understanding Today’s Financial Environment

Welcome, I’m Rich Frontera, a financial consultant* in Clifton Park, New York. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or for an estate strategy, our personalized service helps to focus your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (518) 688-2223.

*Richard Frontera is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC.

 

 

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A Brief History of Estate Taxes

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Doubling Your Money

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Historical Inflation

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Your Cash Flow Statement

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An Inside Look at Retirement Living

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Principles of Preserving Wealth

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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What does your home really cost?

Making Your Tax Bracket Work

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Raise Your Retirement Income

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Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

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