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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How Medicare can address health care needs in your retirement strategy.
Here are some simple and inexpensive energy-saving tips that may help you save money.
There are four very good reasons to start investing. Do you know what they are?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some smart strategies that may help you pursue your investment objectives
Even low inflation rates can pose a threat to investment returns.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here is a quick history of the Federal Reserve and an overview of what it does.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn about what risk tolerance really means in this helpful and insightful video.
In the world of finance, the effects of the "confidence gap" can be especially apparent.