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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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
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.