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.
You’ve made investments your whole life. Work with us to help make the most of them.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
How will you weather the ups and downs of the business cycle?
What does your home really cost?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
If you died, what would happen to your email archives, social profiles and online accounts?