Polo Financial Consulting & Tax Services, LLC
Richard Polo, CPA®/PFS®

CONNECT

Address:

80 East Passaic Avenue
Nutley, NJ 07110

Phone:

(973) 661-1988

Fax/Other:

(973) 661-5080

Investment-Related E-mail Address:
Tax-Related E-mail Address:

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

The Latte Habit

  • The Latte Habit

    The Latte Habit

    How little things can add up over time

  • American Tax Burden

    American Tax Burden

    Are you concerned about your tax situation?

  • What Is Investment Risk?

    What Is Investment Risk?

    How different types of risks can adversely affect your investments

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

    Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

  • Behavioral Finance

    Behavioral Finance

    Reacting emotionally may hinder your investment results.

  • What Would Happen to Your Estate?

    What Would Happen to Your Estate?

    Estate planning documents can help you manage your estate.