Scroll Top
85 Post Office Park, Suite 8525 Wilbraham, MA 01095


Articles and Videos

Fresh content to help with your financial planning

Is It Possible to Re-Think Your 401k Allocation?

Have you thought much about your 401k lately? If not, that may be a good thing, especially given all the market volatility we’ve seen for the past four or five quarters. And as it turns out, one of the great features of the 401k is its design – you can set it up, forget about it, and let the markets do what they always do.  

Read More »

Is It Possible to Save Too Much for Retirement?

It probably goes without saying that building a nest egg for your retirement is a good thing. In fact, you may have noticed that we at Accardi Financial Group are in the business of helping people to do exactly that. Having more money in retirement usually gives you more options, less stress, and maybe a better standard of living. 

Read More »

Useful Links

A list of links that we believe clients would find beneficial
Financial Calculators

Do you have a link that you think would be helpful to other clients? Let us know.

Tax Resources

Forms, explanations, and other tools to help you manage your taxes
Tax Calendar

Important dates for individuals

Tax Forms

A full set of downloadable forms from the IRS

Tax Publications

A full set of downloadable publications from the IRS

Tax Rates

Tables to enable you to find your federal marginal income tax rate

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.