Mercurio & Associates Inc.

Planning Your Tomorrows...Today!

 

Welcome to Mercurio and Associates. We pride ourselves on providing comprehensive financial planning services that seeks to help our clients determine what course of action is best for them. Our experience at breaking down our client’s employee benefits may allow them to take advantage of all the resources available to them as they strive to acheive a comfortable retirement.

Contact our office today for your complementary visit. We will review your situation and determine if you may able to take advantage of our services.

Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

Time for Forecasts

Economic forecasting is an important part of business, but the future is elusive. Forecasts have limitations that should be considered when making investment decisions.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

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