Richard P. Moran, CFP®Paul Heising, MBA, CFP®Lisa McElravey, CFP®Robert H. Sowder, CFS®, AIF®
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Richard P. Moran, CFP®
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

Newsletters

  • Calculating Key Financial Ratios

    The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.

  • Steps to Executing an Exit Strategy

    Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.

  • Caught in the Middle: The Sandwich Generation

    Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.

  • College Savings: Roth or 529 Plan?

    Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.

More Newsletters »

Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Estate Taxes

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

More Calculators »

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 27,712.23 +0.76%
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