FuturesPlanned, LLC
15 North Main Street, Suite 101
West Hartford,
CT
06107
Phone:
- 860.313.1447
Fax:
- 860.521.2141
E-mail:
Newsletters
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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HOT TOPIC: The Budget and the Debt Ceiling: Round 2
Read an overview of the budget, the debt ceiling, and the potential consequences if Congress doesn’t take timely action to fund federal government operations.
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A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
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Corporate Debt: Are Juicier Yields Worth the Extra Risk?
This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.