Providing Guidance For
Building Wealth
&
Retirement Income
For Conservative Investors
Newsletters
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Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
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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.
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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.
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Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
Market Watch
April 22, 2019 @ 01:41 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | -0.1% | |
| Nasdaq Composite ETF | -0.0% | |
| S&P 500 ETF | +0.0% |
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