Bob Bassari, Investment Advisor, Financial Planner

Bob Bassari. President & CEO

"An investment in knowledge always pays the best interest." Benjamin Franklin

I  hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation and retirement planning process. This site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals and increase your knowledge and understanding of the process.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit me often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update our information, and I wouldn’t want you to miss any developments in the area of personal finance.

Even though I concentrate on retirement planning and the ins and outs of Qualified and Non-Qualified plans including but not limited to:

 

I also offer  a wealth of information on other investment strategies and investment vehicles to expand your knowledge base.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

More Newsletters →