WE MAKE HOUSE CALLS!!!

   Offering:

Tax Preparation, Accounting, Bookkeeping/Payroll Services, Financial Services*, Insurance & Consulting for Individuals & Businesses

   

 

MISSION STATEMENT

"We provide personalized services that meet your specific needs and objectives"

   

*Michael F. Cuccia is a Registered Representative of Equity Services, Inc.  Securities are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 19 South LaSalle Street, Ste 701 Chicago, Il 60603   (231) 236-2500  Michael F. Cuccia, Inc. and all other entities and individuals referenced are independent of Equity Services, Inc.  unless otherwise noted.  CPA services and tax advice are offered independently of Equity Services, Inc.

 

Mortgage Acceleration

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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How Long Will Your Funds Last?

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How much can you afford to pay for a car?

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Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

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