Education

Client Knowledge
Clients and visitors can use our website as a resource to assist themselves in learning how to get their finances in order.

You can check in periodically to view our cable schedule. If you can't find us on your cable affiliate, you can use the link on our 'Television' link to view our show live through the internet.

We also allow visitors limited usage of our financial calculators. Once you become a client you can access our full menu of financial calculators.

  • Calculator Example - Click Here

  • Data That Matters
    Television
    Philanthropy

    ›IRA holders aged 70 and older can opt to transfer their required distribution directly to a charity of their choice up to $100,000, although expired 12/31/07 likely to be reinstated.

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    Retirement News:

    › For 2008, the amount you can contribute to your 401k plan is $15,500 - If you are 50+, you can contribute an additional $5,000

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    ›For the self employed, you can contribute up to $46,000 in an
    Indi 401k Plan for year 2007 : or $51,000 if your are over age 50

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    For IRAs and Roths, you can contribute up to $5,000 per year.

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    ETF News

    ›iSHARES has introduced a tax free municipal bond ETF

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    Cable TV News

    ›This week's show "How To Pick A Mutual Fund"

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    Current Rates

    15Yr Fixed - 5.08%
    30Yr Fixed - 5.62%
    5/1 Adj. - 5.76%

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    Deposit Rates

    3 Mo CD - 3.35%
    6 Mo CD - 3.30%
    9 Mo CD - 3.40%

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