Joseph A. DeLuca MIM Securites America Financial Advisor

FINANCIAL ADVISOR

WWW.JOEDELUCA.NET  

WWW.SECURITIESAMERICA.ORG   

MEMBER FINRA/SIPC    

As a Securities America Advisor Representative,  I am dedicated to helping you reach your financial goals.

My clients require a wide spectrum of financial planning services, from families to the small-business owner, professional to retiree.

 We specialize in managing your personal situation. I can assist you in reducing taxes and developing strategies to help increase your rate of return on investments while managing risk.  

Please browse our website to learn more including contact information. With over twenty years experience, my daily goal is to make a difference that you will appreciate.

Thank you for your interest in financial well-being.

Joseph A. DeLuca MIM
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lease Interest

What's the interest rate on the lease you're considering?

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Newsletters

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Protection for a Rainy Day

For a reasonable price, umbrella liability insurance policies can help close the gap between your auto and homeowners insurance policies and a potentially devastating liability claim.

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