
Welcome!
This site has been designed to be informative so you will find a vast amount of information in the form of newsletter articles, calculators, and research reports on a wide variety of topics related to your personal finances. It is my hope that you willl use this site as a resource to assist you on your financial journey toward the goals that you set for yourself, your family and/or your business.
Please take a few minutes to familiarize yourself with the format and content of the site. Save the site to your favorites and check back periodically because new articles and reports are added every few weeks. If I can be of additional assistance in clarifying a topic or personalizing a strategy please call me (or email) at your convenience.
No matter where you are in the life long process of realizing your financial objectives and dreams, I would consider it a privilege to help you.
Lance Marble
President
Newsletters
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Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
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Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?