PEGGY REID, MBA, CFS

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

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

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Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

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