(800) 652-7879

Ruggieri Financial Group, "We are here to serve you"

Should You Ever Retire? Sit, Stay, Rollover: A Guide to IRA Rollovers An Arm and a Leg The New Wild West: Bitcoin

Helpful Content

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

View all videos arrow