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.

Click to join us on Linkedin
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.

More Calculators →

Newsletters

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

More Newsletters →