George "Lisle" Cheatham, II
Certified Financial Fiduciary®
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate how much income and savings you may need in retirement.
Determine whether you should consider refinancing your mortgage.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Nasdaq 100 | 12,528.48 | +0.49% |
| NYSE Composite | 14,417.33 | +1.41% |
| AMEX Composite | 2,334.65 | +2.31% |
| PHLX Semiconductor Index | 2,194.15 | -0.06% |
| OSX Oil Service Sector Index | 34.49 | -0.62% |
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