Understanding Today’s Financial Environment
Welcome, I’m Robert Mezzio, a financial professional in Hilton, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (585) 272-8470.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
U.S. Personal Savings Rate
What can be learned from the savings rate?
When you’re married and have children, insurance needs will be different.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
What are your options for investing in emerging markets?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are a few things to consider when buying or leasing your next vehicle.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?