John G. Pileggi
President
Welcome to our Web site, where you'll find a wealth of information in the form of calculators, newsletter articles and research reports.
For your convenience, we will come to you at your home or place of business, giving you access to our MoneyEdge software program in order to gather, organize and simplify all your financial information.
We hope our visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We have created this Web site to help you gain a better understanding of the financial concepts behind estate planning, insurance, investing, retirement and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management, to help you learn more about who we are and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Add our site to your list of "favorites" in your Internet Browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
May you and your family enjoy '...Prosperity for Generations' to come!
Newsletters
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.