We Are Your Personal and Business Chief Financial Officer
Abbondandolo Wealth Management is a holistic financial firm specializing in serving business owners, executives, and independent professionals.
The Abbondandolo Family Values
We are highly experienced. When you work with us, you get immediate access to over 65 years of combined professional experience in investment management, accounting, tax preparation, insurance, and other financial areas.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Second marriages are a trigger event to revisit any existing estate strategies.
What can be learned from the savings rate?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Why are 401(k) plans, annuities, and IRAs so popular?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.