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Bishop, Ortiz & LoCascio Associates


Helping clients build, maintain & transfer wealth

Tony LoCascio, CFP®

301 Avenue K SE
Winter Haven, FL 33880

Phone:

863-299-5651

Fax:

863-293-6938

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Investment Advisory Services in Winter Haven, Florida

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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This article explains newly implemented and upcoming tariffs and their potential economic impact.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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How Long Will Your Funds Last?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Will you be able to afford nursing home care?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck