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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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?