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Ted GautierFinancial Advisor |
Helping dog lovers and sports enthusiasts plan their financial future!
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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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
Calculators
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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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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.