Twin Cities Retirement Income Planning | Financial Planning Associates

John Mazzara CFP® CLU CHFC RICP WMCP CEBS MBA MS AIF

Mutual funds, annuities, stocks and other investments available through Cetera Advisors LLC Securities are not insured by the FINRA, SIPC nor are they obligations of or guaranteed by Cetera Advisors LLC Securities or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks including loss of some or all of the principal.
 

John Mazzara is licensed to discuss with and/or offer financial services and/or investment products with residents of MN, CA, IN and FL. If you are a resident of another state, please note that it is a simple and expeditious procedure for John Mazzara to become licensed in other states because he holds a Series #7, and Series 63 & Series 65 securities registrations.

College Funding

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Succession Plans Often Hinge on Reliable Valuation

Discover the role a reliable business valuation can play in succession, tax, and retirement planning.

Indexed Annuities: Growth Potential with Downside Protection

Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.

Competing Goals: Pay Off Student Loans or Save for Retirement?

Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.

Community Property Laws: Yours, Mine, and Ours

Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.

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