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Tony Ricci, CFP
2831 Camino Del Rio South, 
Suite 101
San Diego, CA 92108

Phone:

619-795-1554

Fax:

619-566-4177

E-mail:

Planning for the Future...That's my Job

Are you overwhelmed when you think about the components involved in planning for the future, for you and your family?  You're not alone...and you don't have to go it alone.

Meet Tony Ricci, CFP® a CERTIFIED FINANCIAL PLANNER™ practitioner, a professional advisor who specializes in helping you design your preferred lifestyle.  After gaining an understanding of your specific needs, Tony can help you make choices about all types of planning.

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Federal Income Tax

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

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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