Jane Bond: Infiltrating the Market Should I Invest In REITs? What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way

Your life. Your legacy. Our guidance.

Experience

Successfully navigating through today’s uncertain economic climate requires an experienced advocate and guide who understands how the many components of your financial life work together to help you pursue your goals.

Integrity

Protecting what you have worked so hard to achieve requires a commitment to placing your interests first at all times.

Service

Behind the Mark Angelo Financial Services name you will find an experienced team dedicated to looking out for you, providing the caring guidance and exemplary service you expect from a trusted neighbor and friend.

 

Helpful Content

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

View all articles arrow

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

View all videos arrow

Contact

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, DE, FL, GA, MA, MD, NC, NJ, NY, PA, SC, TN, TX, UT, VA.