Today's investment climate offers unprecedented opportunities. At Siebler & Schmeichel, our mission is to help clients take advantage of those opportunities by providing you with three key tools: 1. A clear understanding of your financial goals 2. A well-defined roadmap for achieving those goals 3. Ongoing advice to help adjust your roadmap when your needs change Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We are experienced in helping clients develop a comprehensive, cohesive financial plan that fits your unique needs and enables you to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward your financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information about Siebler & Schmeichel, please contact us today.
IRA Eligibility Use this calculator to determine whether you qualify for the different types of IRAs.
Taxable Equivalent Yield Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Savings Accumulation Estimate the future value of your current savings.
Personal Inflation Rate Is your personal inflation rate higher or lower than the CPI?
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A Look at the Second-Half Outlook Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.
A Simple Way to Help Your Family A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.
Are Target-Date Funds Off Target? Target-date funds are not for everyone, so it's important to gather all the facts.
Mark Your Calendar Once we approach the end of our working years, birthdays take on a renewed importance.
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