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To Achieve Financial Success For Our Clients, One Generation At A Time
CALCULATORS
Financial calculators for estimating various related Financial questions.
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Insurance with Potential Cash Value
Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.
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Phasing Out…or Practice Makes Perfect
Here are some ideas for arranging a phased retirement program, as well as tips for trying a practice run.
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An Affordable Insurance Solution
A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Savings Accumulation
Estimate the future value of your current savings.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 24,706.35 | +1.38% |
| Dow Jones Transportation | 10,012.06 | +2.62% |
| Dow Jones Utilities | 706.65 | +0.17% |
| Nasdaq Composite | 7,157.23 | +1.03% |
| Nasdaq 100 | 6,784.61 | +0.98% |
| NYSE Composite | 12,151.78 | +1.31% |
| AMEX Composite | 2,479.23 | +0.28% |
| PHLX Semiconductor Index | 1,228.33 | +2.30% |
| OSX Oil Service Sector Index | 98.57 | +3.82% |
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