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CONTACTS AT MCDADVISORS.COM

MCD Advisors

78 M●●●●w Rd

Briar●●●●●Manor , NY, 10510

US

1.91●●●●5058
no●●●●●●●●●●●●@worldnic.com

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MCD Advisors

MCD Advisors

78 M●●●●w Rd

Briar●●●●●Manor , NY, 10510

US

1.91●●●●5058
mc●●●●●●●●@yahoo.com

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MCD Advisors

MCD Advisors

78 M●●●●w Rd

Briar●●●●●Manor , NY, 10510

US

1.91●●●●5058
mc●●●●●●●●@yahoo.com

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Looking for Independent Financial Advisor - Make a visit at mariedecaprio.com to get Comprehensive Independent advice on financial matters.

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1

Pricing | Comprehensive Financial Planning

http://mcdadvisors.com/pricing

Includes one 2 hour meeting and up to 3 months. Email and phone consultation. Establishing a household budget. Structuring savings for college. Structuring savings for retirements. Make recommendations for all investments. Investment Management includes the Comprehensive Financial plan. Unlimited email and phone consults in a year. Annual updates to financial plan. Investment monitoring and re-balancing. Address all financial concerns.

2

Questions A Financial Planner Can Answer for You | Comprehensive Financial Planning

http://mcdadvisors.com/faq-category/questions-a-financial-planner-can-answer-for-you

Are you saving enough for retirement? March 7, 2014. No Comments on Are you saving enough for retirement? Are you saving enough for retirement? The process of retirement planning rests on one single thing: what does retirement look like for you? MCD Advisors can provide you with an idea of what you can expect in retirement given your spending habits, your savings and how much your future savings will be. How much should you be saving for college? March 7, 2014. How much should you be saving for college?

3

Get Started | Comprehensive Financial Planning

http://mcdadvisors.com/get-started

Initial Phone Consultation: client-planner relationship will be established and defined. Scope of services needed by client will be determined and how MCD Advisors can be of assistance. MCD will gather client data: information regarding your specific situation including what your goals are and what specific questions if any, you would like answered. Client will need to complete the list of questions and send either via email, fax or mail applicable documents. Questions for new clients.

4

Investment Advisors | Comprehensive Financial Planning

http://mcdadvisors.com/investment-philosophy

An investor’s most important decision is selecting the mix of assets to be held in a portfolio: Research shows that 90% of portfolio returns are directly related to the asset allocation. That is the percentage of stocks vs. the percentage of bonds in the portfolio. The actual stocks, bonds, mutual funds or ETFs you choose are a minuscule factor in the long term performance of the portfolio. This is the argument for index funds. The most important thing an advisor can do is keep an investor from making mi...

5

Marie DeCaprio | Comprehensive Financial Planning

http://mcdadvisors.com/meet-marie

Marie is a CERTIFIED FINANCIAL PLANNING (TM) professional offering the depth of both experience and education. Ms. DeCaprio began her career at Prudential Insurance in the Investments division where she was a fixed income mutual fund portfolio manager for nine years. She then moved to the Citibank Private Bank where she managed portfolios for high net worth clients. Since 2003, Marie has operated MCD Advisors in the capacity of financial planner.

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Sensible Financial Advice: Recordkeeping guidelines from the IRS

http://mcdadvisors.blogspot.com/2010/03/recordkeeping-guidelines-from-irs.html

Marie DeCaprio Certified Financial Planner(TM). Wednesday, March 31, 2010. Recordkeeping guidelines from the IRS. This is an excerpt from the IRS website. I would suggest checking out the entire article on their website:. There are many reasons to keep records. In addition to tax purposes, you may need to keep records for insurance purposes or for getting a loan. Good records will help you:. Identify sources of income. Keep track of expenses. Keep track of the basis of property. Fee Only Financial Planner.

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Sensible Financial Advice: April 2010

http://mcdadvisors.blogspot.com/2010_04_01_archive.html

Marie DeCaprio Certified Financial Planner(TM). Wednesday, April 21, 2010. Here is an article I came across about happiness which I thought would be nice to share since money is involved. From www.psychcentral.com blogs). 5 Reliable Findings from Happiness Research. By John M Grohol PsyD. And why wouldn’t it? Who wouldn’t like to learn some “secrets” to unlocking their inner happiness? Happier people tend to live longer, live healthier lives. 1 You control about half your happiness level. Once we get to ...

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Sensible Financial Advice: August 2009

http://mcdadvisors.blogspot.com/2009_08_01_archive.html

Marie DeCaprio Certified Financial Planner(TM). Tuesday, August 25, 2009. New to this Blog. For anyone who is stumbling upon this blog, perhaps looking for help with financial planning or with investments, here is a great piece about how to "Cut Through the Confusion": http:/ www.cfainstitute.org/aboutus/investors/pdf/cuttingthroughtheconfusion.pdf. Tuesday, August 4, 2009. When the market had hit bottom again? Most people wanted to sell everything- which was absolutely the wrong thing to do. All we ...

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Sensible Financial Advice: FREE Teleclass: Women & Investing-How To Overcome the Fear

http://mcdadvisors.blogspot.com/2010/04/free-teleclass-women-investing-how-to.html

Marie DeCaprio Certified Financial Planner(TM). Monday, April 12, 2010. FREE Teleclass: Women & Investing-How To Overcome the Fear. FREE Teleclass: Women and Investing-How To Overcome the Fear. Subscribe to: Post Comments (Atom). Briarcliff Manor, New York, United States. Fee Only Financial Planner. View my complete profile. FREE Teleclass: Women and Investing-How To Overcome . April is Financial Literacy Month.

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Sensible Financial Advice: September 2009

http://mcdadvisors.blogspot.com/2009_09_01_archive.html

Marie DeCaprio Certified Financial Planner(TM). Thursday, September 24, 2009. FINRA Alert:Leveraged and Inverse ETFs: Specialized Products with Extra Risks for Buy-and-Hold Investors. FINRA (Financial Industry Regulatory Authority) has issued an investor alert regarding leveraged ETFs. The alert can be found at : http:/ www.finra.org/Investors/ProtectYourself/InvestorAlerts/MutualFunds/P119778. Wednesday, September 23, 2009. HELOC owners, though it shouldn't happen any time soon, beware as your very low ...

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Sensible Financial Advice: Happiness....

http://mcdadvisors.blogspot.com/2010/04/happiness.html

Marie DeCaprio Certified Financial Planner(TM). Wednesday, April 21, 2010. Here is an article I came across about happiness which I thought would be nice to share since money is involved. From www.psychcentral.com blogs). 5 Reliable Findings from Happiness Research. By John M Grohol PsyD. And why wouldn’t it? Who wouldn’t like to learn some “secrets” to unlocking their inner happiness? Happier people tend to live longer, live healthier lives. 1 You control about half your happiness level. Once we get to ...

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Sensible Financial Advice: January 2010

http://mcdadvisors.blogspot.com/2010_01_01_archive.html

Marie DeCaprio Certified Financial Planner(TM). Friday, January 22, 2010. Here is a brief answer to a question someone had about the current status of the Estate Tax:. On 1/1/2010 a funny thing happened that we all knew about but thought it would get changed before actually coming to fruition. As of 1/1/10, the estate tax is repealed (that means 0% estate tax for anyone who dies now), the gift tax went down to 35% and the generation skipping tax. No one knows- it is a huge mess. What many people with wea...

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Sensible Financial Advice: March Returns

http://mcdadvisors.blogspot.com/2010/04/march-returns.html

Marie DeCaprio Certified Financial Planner(TM). Friday, April 2, 2010. A solid first quarter for the markets! Stocks did better than bonds but bonds are holding their own. High yield bonds in particular are still doing well. International markets lagged due to a stronger dollar. The Monthly Index Report for March 2010. Europe, Australasia and Far East Index. High Yield Corporate Bonds. Calyon Financial Barclay Index*. Returns are estimates as of March 30, 2010. Subscribe to: Post Comments (Atom).

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Online Virtual Assistant Testimonials | Pepper Virtual Assistant, Philippines

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You've really been great. I've worked with several VAs over the years and you're awesome! Founder, Comfortable Structure. We would just like to let you and your team know that we are really enjoying working with you and are very happy and satisfied with the work you are doing, the way you communicating and fitting in with how we work and your reporting. We look forward to a long relationship with you and your team.". Key Accounts Manager, CoreTechs, Inc. Managing Director, Travelcafe. There are a LOT of ...

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Marie DeCaprio Certified Financial Planner(TM). Friday, May 21, 2010. I will no longer be updating this version of my blog. But have not fear, the writing continues- on my website www.MCDadvisors.com. Wednesday, April 21, 2010. Here is an article I came across about happiness which I thought would be nice to share since money is involved. From www.psychcentral.com blogs). 5 Reliable Findings from Happiness Research. By John M Grohol PsyD. And why wouldn’t it? 1 You control about half your happiness level.

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Advice you can trust…….Advice that is clear and concise…….Advice that simplifies your life. Financial Planning is the process of identifying all your financial goals and determining what steps are necessary to achieve these goals. Marie DeCaprio is a financial planner committed to your financial well being and understands that dealing with all of life’s financial decisions can be daunting. She only works for the client as a. 2015 401k Plan and IRA limits. Market returns as of September 30, 2014. Not a go...

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