Richard P. Moran, CFP®
Paul Heising, MBA, CFP®
Lisa McElravey, CFP®
Robert H. Sowder, CFS®
Paul Heising, MBA, CFP®
Lisa McElravey, CFP®
Robert H. Sowder, CFS®
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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Chained CPI and Your Taxes
One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.
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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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Do You Need an Umbrella?
American society remains litigious — an umbrella insurance policy can provide additional coverage for personal liability.
Calculators
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 24,706.35 | +1.38% |
| Nasdaq Composite | 7,157.23 | +1.03% |
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