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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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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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.