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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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“The Baby Boomer generation faces a variety of challenges to a secure retirement, including longer life spans, volatile securities markets, unease regarding the future of social security, and the demise of traditional pensions.  It's easy to get off-track in this complex and dynamic environment.  We come to work every day to provide clarity and guidance in service to clients we care about.  Our fiduciary responsibility requires us to put clients' interests above our own, but we feel that is just the right thing to do.”

Phillip L. Smelser
Charted Retirement Planning Counselor

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Shows how transfer-on-death designations help avoid probate costs.

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Reviews annual enrollment dates and options for Medicare participants.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Use this calculator to estimate how much income and savings you may need in retirement.

This calculator can help you estimate your annual federal income tax liability.

Estimate the future value of your current savings.

How much will it cost to pay off a loan over its lifetime?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck