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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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Calculators
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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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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.