Site Map

Home

• Contact Us
• Contact Us
• Meet Our Founder
• Our Location
• Our Mission
• Our Process
• Strategic Alliances
• Personal Solutions
• Tell A Friend
• Calculators
• Video Learning Library
• Newsletters
• Contact & Location
• Where We Work
• Planning Resource
• The Nautilus Group®
• Community Involvement
• Employee Benefits
• Get In Touch
• Concept Pieces
• Business Solutions
• Working with Other Professionals
• Petrocelli Blog

Products & Services

• Taking Control in Turbulent Times
• What Would Happen

Learning Center

Calculators

• Life Insurance
• Annuity Tax Advantages
• Current Retirement Savings
• Spending Habits
• Savings in Retirement
• Burial and Final Expenses

Newsletters

• HOT TOPIC — U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt
• An Affordable Insurance Solution
• Oil Prices and the Economy
• Reward Workers and Fund Retirement with a Cash Balance Plan
• HOT TOPIC — Pain at the Pump: Why Does It Cost More to Fill Your Tank?
• New Tax Law Expands 529 Savings Plans
• Good News, Bad News for Boomer Retirement
• Two Technology Trends to Help Power Growth
• HOT TOPIC — Wage Growth: Watching for a Tipping Point
• Rules of the Rollover
• Chained CPI and Your Taxes
• Beyond Medicare: What Are Your Options?
• New Tax Breaks for Pass-Through Entities
• Where There's a Will…
• The Cost of Caregiving
• A Steady Strategy
• Time to Hire? Consider the Pros and Costs
• HOT TOPIC — Trade Tactics: New Metal Tariffs Reflect Policy Shift
• Pick Your Plastic: Debit or Credit?
• Income for the Long Run
• Monetary Policy Update
• Guard Against Growing Cybersecurity Threats
• HOT TOPIC — Correction Time: The Market Takes a Hit
• Four Financial Numbers You Should Know
• Phasing Out…or Practice Makes Perfect
• Preparing to Withstand the Loss of Key Players
• HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy
• Options for Inherited IRAs
• How Long Should You Keep Financial Records?
• Why Hold Money Market Mutual Funds?
• Settling an Estate
• Consider a Roth for Tax-Free Retirement Income
• Market Measures: Beyond the Dow
• How a Pension Could Affect Social Security Benefits
• Better Late Than Never
• Two Tax-Friendly Retirement Plans for the Self-Employed
• PPO or HDHP? Making Health Insurance Choices
• FAFSA in the Fall for Lower Stress
• Medicare Open Enrollment
• Required Minimum Distribution Rules
• Stacking Up Tax Breaks for Business Investments
• Birthday Opportunities
• The State of State Pensions
• HOT TOPIC — Brick-and-Mortar: The Precarious Fate of Traditional Retail
• New Math for Social Security
• Estate Planning: Life Insurance Options for Leaving a Legacy
• Keeping Up with Quarterly Taxes

Research Articles

• Identify your dream. Build on it. Protect it.
• Charity Can Begin with the Gift of Life Insurance
• Protect the People You Love With Life Insurance
• Self-Employed Retirement Plans
• 401(k) Plans
• Roth IRAs

Videos

• A Legacy of Love

Quote Requests