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.

 
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

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.

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.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

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