Amatulli and Associates Financial Services Resources
Welcome to Our Resources Pages
We focus on building relationships with our clients. We listen, we get to know you, and then we provide advice specific to your needs. We care very deeply about our clients and offer you the same advice we would provide a member of our family.
Back to Our Main Home Page
You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.
You'll find a number of tools to help you track the financial markets, retrieve quotes, view charts, and even monitor the performance of your own portfolio.
A few of the markets we serve as a financial advisor to several clients:
Indiana: Crown Point, Schererville, Merrillville, Munster, Dyer, Valparaiso, Saint John, etc.
Illinois: Lansing, Beecher, Crete, Schaumburg, Palatine, Rolling Meadows, Skokie, Morton Grove, Hinsdale, etc.
Newsletters
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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.