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Calculators

You can review interesting calculators on my site.

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Videos

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Financial Strategies for Businesses and Individuals

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

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind taxation, insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

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We're here to help educate you about the basic concepts of fiscal management; to help you learn more about who we are; and to give you fast, easy access to sound financial information. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments around personal finance and taxation.

Explains how a borrower can lower monthly payments by recasting a mortgage.

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Explains how future tax rules may impact deductibility of charitable donations.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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This calculator can help you determine how soon you can pay off your mortgage.

Determine whether you should consider refinancing your mortgage.

Estimate the future value of your current savings.

How much would your monthly lease payment be?

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