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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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
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Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
Calculators
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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.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?