To the future and back
Imagine fast forwarding to 20 years from now. What financial advice would you give yourself today? We help you see how your financial choices today affect your tomorrow.
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WA
99216
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Whats Your Risk Number?
Click below to analyze potential investment risk so we can review options for a portfolio that supports your specific retirement goals!
Newsletters
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 28,195.42 | -1.44% |
| Dow Jones Transportation | 11,708.09 | -1.08% |
| Dow Jones Utilities | 877.60 | -0.78% |
| Nasdaq 100 | 11,634.35 | -1.84% |
| NYSE Composite | 13,018.51 | -1.15% |
| AMEX Composite | 1,993.28 | -0.94% |
| PHLX Semiconductor Index | 2,194.15 | -0.06% |
| OSX Oil Service Sector Index | 34.49 | -0.62% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.