Zaccaro Wealth Managment

Newsletters

Do You Have a Tax-Smart Withdrawal Strategy?

Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
Your Social Security Statement: What’s in It for You?

This article explains some of the key information provided on a personalized Social Security Statement.
Social Security Spousal Benefits

This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.
Women Face Challenges in a Post-Pandemic World

As the COVID-19 crisis eases its grip on the economy, here are some ideas to help women reexamine their retirement planning strategies.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Cash Flow Analysis

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

Estimate the future value of your current savings.