Zaccaro Wealth Managment

Newsletters

Your Business: New Rules for Writing Off Restaurant Meals

The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.
Your Estate: Have You Looked at These Legal Documents Lately?

This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Five Tips to Follow When Applying for a Mortgage

Historically low interest rates have driven record homebuying. This article provides some ideas to consider when applying for a mortgage.
All-in-One Funds: Targeting Time or Risk?

This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.

Savings Accumulation

Estimate the future value of your current savings.
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.