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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.
VIEW CALCULATORSNewsletters
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Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
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HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
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Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,259.63 | +0.15% |
| Dow Jones Transportation | 10,529.29 | +1.18% |
| Dow Jones Utilities | 830.66 | +0.74% |
| Nasdaq 100 | 7,888.76 | -0.48% |
| NYSE Composite | 13,119.97 | -0.57% |
| AMEX Composite | 2,556.62 | -0.93% |
| PHLX Semiconductor Index | 1,503.87 | +0.28% |
| OSX Oil Service Sector Index | 76.01 | -3.31% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.