Account Transition Update
We're moving to LPL Financial; read the announcement for more information. Visit our communication portal to learn more about the transition and what it means for your accounts.
Articles and Videos
Why You Should Consider Multiple Sources of Retirement Income
When it’s time for you to retire, it’s likely you’ll need a source of income to replace your salary. And
Save Like a Pessimist, Invest Like an Optimist
One of our favorite authors in the blogosphere is Morgan Housel, author of The Psychology of Money. He said something
Getting Ready for Your Review
This quick two-minute video serves as a kind of “refresher course” on The Bucket Strategy® for all current Accardi Financial Group clients.
Investing: Is It Sometimes Better to Do Nothing? With Damon Accardi
When investing, it’s often better to simply stay the course. Let’s take a look at the reasons why.
Useful Links
Financial Calculators
Stock Information
Do you have a link that you think would be helpful to other clients? Let us know.
Tax Resources
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.