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Financial, Retirement & Estate Planning

For over 20 years FRS has been helping our clients meet and exceed their financial goals. 

November 07, 2009 @ 04:23 AM

Dow Jones Industrials 10,023.42+ 17.46
Nasdaq Composite 2,112.44+ 7.12
S&P 500 1,069.30+ 2.67
NYSE Composite 6,958.29+ 8.15
AMEX Composite 1,788.75+ 1.43
10 Year Treasury Note 3.50- 0.03
Wilshire 5000 10,965.37+ 19.37

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Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

Social Security Outlook

If your retirement is a long way off, you might want to consider the possibility that Social Security may not provide a significant source of your retirement income. Here’s why.

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

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  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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