Richard P. Moran, CFP®
Paul Heising, MBA, CFP®
Lisa McElravey, CFP®
Robert H. Sowder, CFS®, AIF®
Paul Heising, MBA, CFP®
Lisa McElravey, CFP®
Robert H. Sowder, CFS®, AIF®
21250 Hawthorne Boulevard
Suite 560
Torrance, CA 90503
phone (310) 406-3080
toll-free (866) 406-3080
fax (310) 406-3082
infor@smarterdecisions.com
Rich Moran, CFP: rpmoran@smarterdecisions.com
Paul Heising, MBA, CFP: heising@smarterdecisions.com
Lisa McElravey, CFP: lmcelravey@smarterdecisions.com
Robert H. Sowder, CFS: rsowder@smarterdecisions.com
Suite 560
Torrance, CA 90503
phone (310) 406-3080
toll-free (866) 406-3080
fax (310) 406-3082
infor@smarterdecisions.com
Rich Moran, CFP: rpmoran@smarterdecisions.com
Paul Heising, MBA, CFP: heising@smarterdecisions.com
Lisa McElravey, CFP: lmcelravey@smarterdecisions.com
Robert H. Sowder, CFS: rsowder@smarterdecisions.com
Newsletters
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Reviewing Business Structure in Light of Tax Changes
A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.
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Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
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Rules of the Rollover
Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,502.32 | -1.77% |
| Nasdaq Composite | 7,642.67 | -2.50% |
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