Montanti Advisory Services, Inc.

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Splurge or Save? Making the Most of Your Income-Tax Refund

Did you receive an income-tax refund this year? This article looks at some ways to use it.
What’s the Difference Between Medicare and Medicaid?

Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
ETFs Are Gaining on Mutual Funds: Here’s Why

Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
Why Small Businesses Should Pay Attention to Accessibility

Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.

Home Affordability

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Impact of Inflation

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

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