Calculators

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Neil H. Resnik, LUTCF

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

Don't forget to listen to the Podcast "Your Money and Your Life"- click the PODCAST button on the top right. You can subscribe on Apple, Google, Spotify or Amazon

There are what seems like a millon things to deal with in retirement including-

* Health Issues

* Family Challenges

* Social Security

* Medicare / Long Term Care

* Investments

We hope the information on this site will help start on your journey toward clarity, control and peace of mind.

Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help you understand these issues and help you discover and achieve your true purpose for life and live a life of joy with peace of mind.

Newsletters

HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction

Details early-2025 correction caused by trade tensions and slowing growth.

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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Describes convertible bonds and their balance of stability and upside.

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Peer-to-Peer Payments Are Popular, but Be Careful

Outlines best practices for safe peer-to-peer payment app transactions.

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Debt After Death: What Happens to Debt When Someone Dies?

Outlines how estates handle debts of deceased individuals.

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Calculators

Car Affordability

How much can you afford to pay for a car?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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