Welcome to The Cullinan and Travaglianti Group website, where you will find all of the pertinent information about our Family Wealth Management Office. We trust that the information provided here affords a better understanding of our business focus and approach, as well as our backgrounds, and the financial concepts behind wealth preservation, investing, estate planning, insurance and retirement.
One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.