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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What Is the Roth IRA Five-Year Rule?

There are two separate five-year holding requirements that may affect the tax treatment of Roth IRA distributions.

When a Saver Marries a Spender, Every Penny Counts

Guidelines to help facilitate financial discussions between spouses who have different points of view on spending.

Tax Tips on Capital Gains

Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

Balancing Medicare and Work-Based Insurance

Rules and other considerations workers who are eligible for both Medicare and employer-based health insurance face.

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