Advantage Tax  & Financial Services

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 insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lease Interest

What's the interest rate on the lease you're considering?

More Calculators →

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

More Newsletters →

March 10, 2010 @ 09:05 AM

Dow Jones Industrials 10,564.38+ 11.86
Nasdaq Composite 2,340.68+ 8.47
S&P 500 1,140.44+ 1.94
Russell 2000 669.63+ 2.52
10 Year Treasury Note 3.70+ 0.02

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