Solutions for Today, Tomorrow and Beyond
I hope your visit to my website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this site to help you gain a better understanding of the financial concepts behind investing, insurance, retirement, estate planning and wealth preservation.
Above all, I will continue to provide the level of personal service and attention that you have come to expect from me.
This site will help educate you about the basic concepts of financial management and let you learn more about my practice and the diversified services that I offer. I urge you to take advantage of this resource and to visit the site often for updated information.
Your referrals are always appreciated and I encourage you to direct those who might benefit from my services to this website.
Thank you.
Arthur
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.