Welcome to Orazio Financial Services!
Our site has been updated to enhance your experience with our firm. On our site, you can:
- Read news and information from the financial world
- Learn strategies and techniques used in Investment, Retirement, Tax, Insurance, and Estate planning
- Become informed on company news
- Access your portfolio at Orazio Financial Services
We have also included links to useful financial websites and calculators for auto loans, mortgages and college education costs. We hope you enjoy the new features…and our new look!
This year, 2016, marks the 25th anniversary of the founding of Orazio Financial Services (OFS). We are proud of the commitment we have made in providing the highest level of advice and personalized service to our clients. We work for you, not someone else. If you are an existing client, thank you for the trust you have placed in us to help you achieve your goals. If you are new to us, welcome to our family. We invite you to explore our new site and get to know us.
We are proud of the impact we have made on our client's lives and the community that has supported us over the past two decades. Here’s to another 25 years!
Paul V. Orazio, CFP®
President and Co-Founder
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Tips to avoid checking in luggage on your next vacation.
The latest trends in travel reflect a rich menu of exciting new possibilities.
A look inside the U.S. government's statistics on household net worth.
Five phases to changing unhealthy behaviors.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Why are 401(k) plans, annuities, and IRAs so popular?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Women must be ready to spend, on average, more years in retirement than men.