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
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A Steady Strategy
Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
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ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
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New Changes to College Financial Aid and Education Tax Benefits
The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.