- "The future depends on what you do today."
- - Mahatma Ghandi
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- Steve Jackson's - Personal SmartVestor Disclosure
Newsletters
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Lease Payment
How much would your monthly lease payment be?
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Savings Accumulation
Estimate the future value of your current savings.