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Daniel A. Finkle, CFP® Arthur A. Finkle, CLU, ChFC

Welcome to our web site where you will find a wealth of information in the form of newsletters, calculators and articles. You can follow the market at Market Watch, request insurance quotes or contact us with any questions.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial services. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing*, retirement planning, estate planning, and wealth preservation.

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators