For Individuals & Families
• Expert financial advice
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• Investment portfolio review
& recommendations
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For Government Employees
• Employee benefits analysis
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• TSP Rollover changes & options
• Strategic TSP allocation & rebalancing
• State of Florida FRS & Drop choices
For Business
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Newsletters
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Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
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HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.
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ETFs on the Rise
ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.
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Are Your Designated Heirs Up-to-Date?
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
Calculators
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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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 70½.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,559.54 | +0.42% |
| Dow Jones Transportation | 10,988.22 | +0.48% |
| Dow Jones Utilities | 772.13 | +0.20% |
| Nasdaq 100 | 7,689.72 | +0.12% |
| NYSE Composite | 12,922.71 | +0.12% |
| AMEX Composite | 2,588.21 | -0.41% |
| PHLX Semiconductor Index | 1,558.13 | +0.07% |
| OSX Oil Service Sector Index | 99.07 | -1.16% |
[ Markets | Charts | Quotes | Portfolio ]
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Investment Advisory Services offered through Royal Fund Management, LLC
Financial Vehicles does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
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