Broker Check

1224 East Katella Avenue
Suite 102
Orange, CA 92867

Craig Attanasio, EA, CFP

(714) 639-7822

 
The Cost of Procrastination Estate Management 101

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Income Tax Strategies to Help You Live Your Ideal Retirement

Income Tax Strategies to Help You Live Your Ideal Retirement

Wondering how to manage retirement savings? Learn tax-efficient strategies to manage withdrawals and preserve your nest egg.

Monthly Budget

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

 

Why You Should Invest in Your 401(k)

Did you know that your savings can compound over time?

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Money Myth: You Can’t Bounce Back from Retirement Setbacks

Learn how to plan for inflation, make up for lost time and adjust retirement savings goals as you approach the next chapter.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Roadmap to Retirement: Tax & Investment Strategies

The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.

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Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

College Savings

See how much you may need to save now to cover future college costs for your child.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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