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
-
All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
-
Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
-
Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.