Daniel F. Iuculano
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Certified Financial Planner ™
Contact: Dan Iuculano
Phone: (904) 302-8911
Email: danieli@dfi-wealth-mgmt.com

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A Certified Financial Planner™ is a specialist, who through a specific financial planning process, objectively assesses their clients' current financial status, identifies problem areas, and recommends appropriate actions to provide comprehensive, client-based financial planning.
The financial planning process consists of six steps
that help you take a "big picture" look at where you are financially.
Using these six steps, you can work out where you are now, what you may
need in the future, and what you must do to reach your goals.
Process involves gathering data, establishing financial goals, analyzing information, recommending and implementing investment recommendations, and monitoring performance.
A relatively new subspecialty of financial planning,
Divorce Planning combines money disciplines like accounting, financial
planning, tax planning and applies them in the potentially superheated
environment of a divorce.
The process of building a new business, maintaining an existing business, and valuation of a business when seeking financing or sale of a business.
Providing guidance for limiting your tax liability and providing assistance when dealing with IRS on audits and collections.
| Current | Prior | As of date | Trend | |
| Dow Jones Index | 10,150.65 | 10,213.62 | Aug 27 2010 | Down |
| Nasdaq Index | 2,153.63 | 2,179.76 | Aug 27 2010 | Down |
| S&P 500 Index | 1,064.59 | 1,071.69 | Aug 27 2010 | Down |
| Wilshire 5000 Index | 11,097.61 | 11,151.43 | Aug 27 2010 | Down |
| Market Volatility Index | 24.45 | 25.49 | Aug 27 2010 | Down |
| Inflation | 1.24 % | 1.05 | July 2010 | Up |
| Savings I Bonds | 1.74 % | 3.36 % | Effective end of Oct 2010 | Down |
| Savings EE Bonds | 1.40 % | 1.20 % | Effective end of Oct 2010 | Up |
| Nat'l Avg. 1 yr. CD | 1.30 % | 1.29 % | Aug 27 2010 | Up |
For the week ending Aug 27 2010 all indices dropped for the week though Friday's close showed some signs of life. On a bright note, the VIX showed a downward trend in volatility.
Financial Life Coach Series - Updated 09/1/2010
Financial Life Coach - This will be an on going series , a step by step guide to achieving one's life goals. To read Prior Articles select the link.
DFI Wealth Management Blog and other Social Media
This month article will be quite brief and serve as an introduction to my business blog and other social media accounts that offer a variety of business related content.
My business blog can be found at DFI Wealth Management Blog. Post are updated usually every three days and cover a wide range of financial topics as well as non financial posts reflecting some of my areas of interest such as "travel".
Brief highlights of written articles and posts can be found at Twitter. You will also find me on Facebook where I just concluded a ten part series on the myths to purchasing real estate foreclosures.