Resources » Accardi Financial Group

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

Fresh content to help with your financial planning

Retirement Planning

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

January 19, 2023

Investing

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

December 20, 2022

Retirement Planning

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.

October 20, 2022

Investing

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.

October 13, 2022

Useful Links

A list of links that we believe clients would find beneficial

MARKET NEWS

Financial Calculators

Stock Information

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 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.