Ricardi Jane

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Welcome to Jane Ricardi, CFP, a leading independent financial planning and investment management firmlocated inKingstonMA. Our comprehensive approach includes an assessment of your complete financial picture and a customized financial plan to help you achieve your goals and dreams for long term investment growth and stability.
Our on-going service includes periodic review and oversight of your plan in the face of a constantly changing world.

- How much money will I need in order to retire
- Will I be able to retire early?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or Roth IRA?
- How can I maximize the return on my investments while reducing risk?
- How can I inflation-proof my investment income?
- How can I provide for my childrens or grandchildrens college education?
- Do I need long-term care insurance? Disability insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts, and probate?
On our website, youll find valuable information about our firm and the services we offer. If you are a current client, youll find links to access your account information. We encourage our clients to become more knowledgeable investors and offer current articles and resources on financial topics. Youll also find calculators that will help you assess your current and future needs as well as up-to-date web resources.
For help with your financial needs or to discuss your specific questions or concerns, please contact us to arrange a complimentary consultation.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

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

Determine whether you should consider refinancing your mortgage.

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

An Average Way to Invest
Dollar-cost averaging might help investors make the most of a highly volatile period.
Pursuing Both Growth and Value
Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.
Leaving Your Job? Put an IRA to Work
The way in which you handle your retirement plan assets when leaving a company is an important decision that could affect your retirement savings considerably.
HOT TOPIC: Financial Reform May Change the Face of Finance
The Dodd-Frank Wall Street Reform and Consumer Protection Act will likely revolutionize the countrys financial system. But because the law instructs various regulatory agencies to write the rules that govern the acts implementation, it may be weeks, months, or even years before consumers understand how the changes will work, and even longer before their economic consequences are fully known.
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Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.

Ideas to help simplify everyday finances.

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