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.

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Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

HOT TOPIC — Changing Market: Municipal Bonds After Tax Reform

The Tax Cuts and Jobs Act of 2017 changed the playing field for municipal bonds that could affect the supply and demand of these securities.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis

Looks at some of the reasons behind the big declines in emerging markets, and how these developing economies might affect U.S. investors.

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