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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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Calculators
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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 73.
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Savings Accumulation
Estimate the future value of your current savings.