Welcome to Cimino Wealth Advisors
Cimino Wealth Advisors is a comprehensive financial services firm committed to helping you work toward your long-term financial success. Our customized plans are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (608) 676-2236. We look forward to hearing from you.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
The item most homeowners forget on their home improvement project checklist is insurance.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Life insurance proceeds are generally tax-free. But not in all cases.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When do you need a will? The answer is easy: Right Now.
There’s an alarming difference between perception and reality for current and future retirees.
Have you explored all your options when it comes to managing your taxable income?