Twin Cities Retirement Income Planning | Financial Planning Associates

John Mazzara CFP CLU CHFC RICP CEBS MBA MS AIF

Mutual funds, annuities, stocks and other investments available through Cetera Advisors LLC Securities are not insured by the 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. 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.

More Calculators →

Insurance with Potential Cash Value

Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.

Keeping Savings on Track with a Spousal IRA

IRS rules allow a working spouse to contribute to an IRA for a spouse who earns little or no income.

Health Savings Account: Funding an HSA Could Help You Prepare for Retirement

In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.

Reviewing Business Structure in Light of Tax Changes

A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.

More Newsletters →