Wells Fargo Advisors Financial Network

Gary H. Costarella
Financial Advisor
Branch Manager
Chicago, IL (Lincoln Park)

Whether it's the demands of family and career or the noise from the financial press about the gyrations of the markets and the latest investment fad, today, more than ever, it's almost impossible for investors to stay focused on the Big Picture.

It's our goal to provide structure and perspective to the process of growing and preserving our clients' wealth.  It's our mission to focus on the Big Picture:  to help affluent individuals and their families achieve financial security and independence through the prudent, long-term growth of their savings and investments. 

We believe that we are well positioned to fulfill this mission:  we are an independent, service-oriented, financial advisory practice that draws upon the  resources and support of one of the nation's premier financial services firms. 

It's our opinion that financial success doesn't "just happen."  Nor should the process of investing be an end in itself.  Instead, success results from a dynamic, goal-oriented approach based on thorough planning, the application of sound principles and good old-fashioned common sense.
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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