Financial Vehicles
801 International Pkwy Suite 500
Lake Mary,
FL
32746
Phone:
- (800) 839-9248
For Business
• 401(k) allocation & rebalancing
• Specialized Federal tax incentives
• Property tax reduction
• Hiring incentives & tax credits
• Business expense reduction
For Individuals & Families
• Expert financial advice
• 401(k) guidance & rebalancing
• Investment portfolio review
& recommendations
• Tax advantaged retirement planning
• Risk management & insurance
For Government Employees
• Employee benefits analysis
• FERS, CSRS, TSP
• TSP Rollover changes & options
• Strategic TSP allocation & rebalancing
• State of Florida FRS & Drop choices
Newsletters
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HOT TOPIC: The Coronavirus and the Global Economy
An examination of how China’s coronavirus-driven slowdown has affected global business activity and a look at its potential economic impact.
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Qualified Longevity Annuity Contracts (QLACs)
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
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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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Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,642.59 | +2.13% |
| Dow Jones Transportation | 9,465.24 | +1.71% |
| Dow Jones Utilities | 799.91 | +1.10% |
| Nasdaq 100 | 10,689.52 | +0.82% |
| NYSE Composite | 12,204.21 | +1.58% |
| AMEX Composite | 2,004.57 | +1.88% |
| PHLX Semiconductor Index | 2,069.79 | +1.75% |
| OSX Oil Service Sector Index | 32.80 | +5.24% |
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.