Ruggieri Financial & Insurance Services Inc

Description

The difference between the price at which an asset was purchased and the price for which it was sold. When the sale price is higher than the purchase price, the difference is a capital gain; when the sale price is lower than the purchase price, the difference is a capital loss. Cash Alternatives Assets that are most easily converted into cash and which have a very low risk of price fluctuation. For example, money market funds may be considered a cash alternative.

Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Ruggieri Financial Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future.

Brenda has been with Ruggieri Financial since 2009 with over 15 years of experience in client relations. Prior to being part of our team, Brenda worked in the medical industry. She has always enjoyed working closely with patients but...

Planning For Retirement One of our satisfied clients who recently retired said it best: “Everyone can tell you what you need to do while you’re working to save for retirement, but no one is there to tell you what to do with your 401(k) or pension distribution once you’re ready to retire!” At Ruggieri Financial, we specialize in helping our clients do exactly that: plan for the distribution of life savings in the most tax-advantaged way possible while growing your retirement savings with the mindset to protect your future – everything you have worked for, saved for, and plan to enjoy.

A credit subtracted from income taxes after preliminary tax liability has been calculated. Tax Deduction An amount that can be subtracted from a taxpayer’s income before taxes are calculated. Taxpayers may use the standard deduction or may itemize deductions if allowable itemized deductions exceed the standard deduction. Tax Deferred A condition of certain plans and accounts under which the funds in the plan or account along with any accrued interest, dividends, or other capital gains, are not subject to taxes until the funds are withdrawn.

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