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

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

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