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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Index Update: Shifting Sectors Reflect Social Change

How do recent classification changes reflect shifts in the telecommunications sector, and what does that mean to investors?

HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?

In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.

Retirement Savings: Traditional, Roth, or Both?

How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?

Business or Hobby? It’s All About Taxes

The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.

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