R. Ronald Panigrosso Louis R. Panigrosso President Vice President
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Financial Information and Insurance Programs
That are Truly Independent
Confidential Brokerage Services is a full-service financial firm committed to helping people pursue their financial goals and understanding their insurance needs. We offer a wide range of financial and insurance products to individuals and business owners. WE MARKET NO PROPRIETARY PRODUCTS.
We believe we can help you better identify your goals and make sound financial decisions for you, and your family.
Please call us if you have questions about the financial and insurance services we provide. Confidential Brokerage Services looks forward to hearing from you.
Newsletters
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Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
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HOT TOPIC: Is the Yield Curve Signaling a Recession?
An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
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IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
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Double Up with a Spousal IRA
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.