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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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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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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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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.