Your Financial Future
Martino & Fisher, LLC is a comprehensive tax planning, tax compliance, accounting, and financial services firm committed to helping you improve your long-term financial success. Our goals are to assist you to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentation and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Helpful Content
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Emerging Market Opportunities
What are your options for investing in emerging markets?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.