Understanding Today's Financial Environment
Welcome, we're Caruso Finacial Group, a financial organization in Hawthorne, New York. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
It's important to make sure your retirement strategy anticipates health-care expenses.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Military families face unique challenges, making personal finance even more critical.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What if instead of buying that vacation home, you invested the money?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Making the most of surprises is a great reason to work with us.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here are five facts about Social Security that might surprise you.