Anthony Izzo and Associates is a knowledgeable team of financial professionals who focuses on financial services for Physicians, College Professors, Teachers and other professionals. The key services we focus on are retirement planning, investment planning, asset allocation and distribution strategies. We are fully committed to earning your trust and developing a lifelong relationship by providing a high level of knowledge, personalized service and maintaining the highest standards of integrity and professionalism.
We hope your visit will help you understand the opportunities 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 insurance, investing, retirement, estate planning and wealth preservation strategies. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help inform you about the basic concepts of planning for your financial future. We want to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to 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.
Newsletters
-
Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
-
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
-
What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
-
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.