Tony Nori, CEPA, RFC
Building Financial Dreams
Welcome! For more than 30 years, I have been helping clients build their financial dreams. Over that time, I have built a strong reputation for delivering on my promise of integrity, professionalism, and exceptional service.
In a time when trust in our financial sector has been badly shaken, it is more important than ever that you have confidence in the financial planner you work with and the financial choices made on your behalf.
I always have, and always will, start from a foundation that ALL decisions will be based on what is best for my clients.
I look forward to helping build YOUR financial dreams.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Investors seeking world investments can choose between global and international funds. What's the difference?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What if instead of buying that vacation home, you invested the money?