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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

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Securities-Based Lending

Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.

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Newsletters

  • Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

    This article explains the basics of capital gains taxes when selling a home.

  • Life Insurance in Retirement

    Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.

  • Eight Great Investing Quotes

    This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.

  • Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

    A convertible bond is a regular corporate bond that comes with a special added feature: the investor has the right to convert it into shares of that company’s common stock.

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Calculators

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

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LPL Financial Form CRS

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