
Welcome to
Carminucci Wealth Management
Carminucci Wealth Management uses the most modern techniques in investment management while maintaining traditional ethics. We deliver personalized focus and devotion to each individual client with uncompromising levels of service.
We educate our clients on the opportunities and rewards that are available as we help you focus on your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind:
- Asset Management
- Wealth Accumulation
- Tax Liability Issues
- Investments: Stocks and Bonds
- Retirement Accumulation Strategies
- Management of Annuities
- College Savings Plans
- Insurance and annuity products
- Life Insurance
- Health Insurance
- Long Term Care
- Wealth Transfer
- Trust Asset Management
- Tax Planning Strategies
Newsletters
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.