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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Should You Buy or Lease Your Next Vehicle?
Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
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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.
Calculators
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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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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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.