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Monthly Highlights

October Highlight: Deciding When to Retire

October Highlight: Deciding When to Retire

September Highlight: Pet Trusts

September Highlight: Pet Trusts

August Highlight: Advanced Estate Planning Concepts for Women

August Highlight: Advanced Estate Planning Concepts for Women

July Highlight: Have You Checked Your Retirement Plan Lately?

July Highlight: Have You Checked Your Retirement Plan Lately?

May Highlight: Annuities and Retirement Planning

May Highlight: Annuities and Retirement Planning

April Highlight: Growth vs. Value: Whats the Difference?

April Highlight: Growth vs. Value: Whats the Difference?

March Highlight: Women and Money: Taking Control of your Finances

March Highlight: Women and Money: Taking Control of your Finances

February Highlight: Am I Having Enough Withheld?

February Highlight: Am I Having Enough Withheld?

January Highlight: Taxation Investments

January Highlight: Taxation Investments

Checklist for Year-End Tax Planning

Checklist for Year-End Tax Planning

November 2018 Highlight

November 2018 Highlight

October 2018 Highlight

October 2018 Highlight

August Highlight

August Highlight

July – Retirement Plans for Small Businesses

July – Retirement Plans for Small Businesses

Tips for Choosing an Investment Advisor for your Nonprofit

Tips for Choosing an Investment Advisor for your Nonprofit

Nonprofit Boards: New Challenges and responsibilities

Nonprofit Boards: New Challenges and responsibilities

Charitable giving

Charitable giving

Trust Basics

Trust Basics

April: Five Money Tips: Managing your Credit Cards 3

April: Five Money Tips: Managing your Credit Cards 3

April: All About Credit Score1

April: All About Credit Score1

April: How to Create a Personal Financial Statement 2

April: How to Create a Personal Financial Statement 2

February Market Update – News Letter from Fred Burgess

February Market Update – News Letter from Fred Burgess

March: Financial Planning: Helping you see the big picture

March: Financial Planning: Helping you see the big picture

February: Do you love your loved-ones? Have you made your Will?

January Tax Scams

January Tax Scams

December Double Feature: PART 1: Charitable Donations

December Double Feature: PART 1: Charitable Donations

December Double Feature: PART 2: Holiday Scams

December Double Feature: PART 2: Holiday Scams

November Budget

November Budget

October – Disaster and emergency Planning

October – Disaster and emergency Planning

September – Count Down to Retirement

September – Count Down to Retirement

August Spotlight

August Spotlight

The following resources have been found to be convenient for investors. We do not control the content of any off-site resources, so they are provided as-is.

Retirement Plan Participant Newsletter
Regent Financial Services’ publishes an investment newsletter for the benefit of our clients as well as a Weekly Market News from Commonwealth.

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Check Financial Markets

Two of our favorite sources of stock quotes are the WSJ MarketWatch and Yahoo finance.  They are fairly easy to use.

We don’t control its accuracy and timeliness. Our clients can always contact us for the latest in stock prices.

Financial Calculators

Auto Calculators

Investment Calculators

Loan Calculators

Mortgage Calculator

Personal Finance Calculators

Retirement Distribution calculators

Retirement Savings Calculator

Savings Calculator

Tax Calculators

 

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you seek personalized advice from qualified professionals regarding all personal finances.

This information is provided to you as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.