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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Making the Most of Your Credit Card
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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Can You Put the Brakes on Rising Auto Insurance Premiums?
Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.
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?