Helping you manage your investments so you can manage your life! Arthur has over 20 years experience as a Retirement Planning Professional. Arthur is also the author of "So You Want To Retire".

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

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

More Calculators →

Rules of the Rollover

Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

HOT TOPIC — Tax Reform: How Will You Be Affected?

In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual and business tax landscape.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Reward Workers and Fund Retirement with a Cash Balance Plan

Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.

More Newsletters →