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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

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.

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.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators