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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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculators
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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?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?