Cafiero Tax & Financial Services

For more than 25 years, we have helped Our clients grow their businesses, manage their taxes, and achieve financial security. 

Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life. 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Consider Munis for Tax-Free Income

Understanding general obligation and revenue bonds, how bonds are rated, and potential benefits of tax-free yields.

Are UITs for You?

How unit investment trusts operate and potential investment risks.

Social Media Marketing Strategies

Social media is a convenient way for a small business to build customer relationships and gain market exposure.

Medicare Means Testing

Medicare program structure, premiums, and why it’s important to factor health-care costs into retirement planning.

More Newsletters →

September 22, 2017 @ 12:37 PM

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