Di Bello Financial, Inc.
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    • Home
    • About Us
      • Team Members
      • Licenses & Memberships
      • Awards
      • NAPFA Fiduciary Oath
      • Privacy Policy
    • Services
      • Fee Only Investment Mgmt
      • Tax Prep & Planning
      • Financial Planning
      • Fees
      • Custodian
    • Resources
      • Videos
      • Downloads
      • Charity
      • Our Partners
      • Photo Gallery
    • Blog
    • Contact
    • Client Logins
Di Bello Financial, Inc.
  • Home
  • About Us
    • Team Members
    • Licenses & Memberships
    • Awards
    • NAPFA Fiduciary Oath
    • Privacy Policy
  • Services
    • Fee Only Investment Mgmt
    • Tax Prep & Planning
    • Financial Planning
    • Fees
    • Custodian
  • Resources
    • Videos
    • Downloads
    • Charity
    • Our Partners
    • Photo Gallery
  • Blog
  • Contact
  • Client Logins

2024 Key Numbers

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"The Real Cost of Owning a Mutual Fund" Forbes, April 2011

Mutual funds contain many layers of fees that can erode your investment return over time.

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"Have Multiple Retirement Accounts? Use Them in This Order"

Barron's, March 2019

The timing of withdrawals and location of investments managed on a tax efficiency basis can make a big difference over time in your returns.

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"Tax Savings with Defined Benefit Plans" Forbes, Oct 2018

Using tax saving vehicles are essential to build wealth in a tax efficient manner.

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Copyright © 2024 Annette Di Bello, CPA, CFP, Professional Corporation - All Rights Reserved. 

Disclaimer: All information herein at Annette Di Bello, CPA, CFP, Professional Corporation is for informational purposes only. This information does not constitute a solicitation or offer to sell securities or investment advisory services. Annette Di Bello, CPA, CFP, Professional Corporation is a Registered Investment Advisor transacting business in California and other states in which we qualify for exemptions. Nothing contained herein Annette Di Bello, CPA, CFP, Professional Corporation website constitutes investment, financial, legal, tax or other advice, nor is to be relied on in making an investment or other decision. Annette Di Bello, CPA, CFP, Professional Corporation specific advice is prepared only within our contract agreements on a client-by-client basis. Past performance may not be representative of future results. 

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