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
-
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
-
Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
-
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
-
Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Car Affordability
How much can you afford to pay for a car?
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.