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

Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Teaching Kids About Money Early: Financial Habits That Stick

Teaching Kids About Money Early: Financial Habits That Stick

Everyday conversations and simple habits can help kids build lasting financial skills from an early age.

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Planning Your Legacy & Your Family’s Financial Future

Leave a legacy and plan for your family's financial future. Arrange your affairs and find ways to pass on your wealth.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

College Savings

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

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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