Teddy Calcina, III
Monday thru Thursday 8:30am to 5:30pm
Friday 8:30am to 3:00pm
Appointments available by request
Newsletters
-
All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
-
HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
-
Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?