Teddy Calcina, III
Monday thru Thursday 8:30am to 5:30pm
Friday 8:30am to 3:00pm
Appointments available by request
Newsletters
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How Funding an HSA Could Help Strengthen Your Retirement Strategy
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
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Baseball Lessons That Might Help Change Up Your Finances
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
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Did You Know Medicaid May Pay You as a Family Caregiver?
Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
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Going Public: How Are Direct Listings Different from IPOs?
Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.