Jane Ricardi, CFP

Welcome Jane Ricardi, CFP®, AIF® a leading independent financial services and investment management firm located in Kingston, MA. Our comprehensive approach includes an assessment of your complete financial picture and a customized financial plan to help you achieve your goals and dreams for long term investment growth and stability. Our on-going service includes periodic review and oversight of your plan in the face of a constantly changing world.

Our team can help answer the questions you have about your financial future such as:
- How much money will I need in order to retire?
- Will I be able to retire early?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or Roth IRA?
- How can I maximize the return on my investments while reducing risk?
- How can I “inflation-proof” my investment income?
- How can I provide for my children’s or grandchildren’s college education?
- Do I need long-term care insurance?
- What do I need to know about wills, trusts, and probate?

On our website, you’ll find valuable information about our firm and the services we offer. If you are a current client, you’ll find links to access your account information. We encourage our clients to become more knowledgeable investors and offer current articles and resources on financial topics. You’ll also find calculators that will help you assess your current and future needs as well as up-to-date web resources.

For help with your financial needs or to discuss your specific questions or concerns, please contact us at info@janericardi.com to arrange a complimentary consultation. Click here for our on-line brochure. We provide financial planning services for clients in Plymouth, Kingston, Duxbury, Pembroke, Marshfield and other South Shore and Cape Cod towns.

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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

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