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On-line Calculators
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About
financial planning.
When most people ask us about financial planning, they are thinking
about one thing only... investment advise. Investment advise is only
one aspect of financial planning. We are not registered investment
advisors and do not provide advise as to specific investments. |
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Financial
planning includes all facets of your financial life... budgeting,
insurance needs (risk management), income tax planning, retirement
planning, estate planning, investments, etc. |
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We
will soon be offering more detailed financial planning ideas. In the
mean time, we provide these free tools: |
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A
big problem for anyone trying to wind up an estate can be simply finding
all your property and valuable papers. You can do your loved ones, heirs
and executor a favor by making a record of where your assets, valuable
papers and other information are located. Give copies to your
spouse, other trusted relatives who will help in settling the estate, any
outside executor and your lawyer. Click
here for a form that you can print out and use for that purpose.
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We now have on-line financial
calculators available for clients and friends. Do your own
calculations for: investment decisions, retirement planning, home
financing, personal financing, lease calculations. Simply send us a
request and we will promptly send you a username and password to access
our Tax Planning Section and on-line calculators. Request
username and password.
Go
to Financial Calculators. |
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Tax
Planning Section.
Clients
and friends are invited to visit the tax planning section of our site.
If
you already have a username and password,
Click
Here to go to the Tax Planning
Section.
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(Note:
Username and password are case sensitive. Use lower case only.) |
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Need
a username and password?
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