Financial Planning for Government Employees, Individuals and Families
Investment Advisory Services offered through Royal Fund Management, LLC
An SEC Registered Investment Advisory Firm
Our Client Relationship Summary
Newsletters
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Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
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HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.
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Treasury Yields Off 17-Year Highs
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
Calculators
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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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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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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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Retirement Portfolio Lifespan
How Long Will Your Funds Last?