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.

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IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

New Opportunity for Generating Lifetime Income

A survey of adults aged 44 to 75 found that 61% fear running out of money in retirement.

Small-Business Borrowing Update

Common financing options that small businesses often rely on to run their operations or finance expansion.

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