Financial and Retirement Planning

QFN is a full service financial consulting firm focused on helping business owners, professionals, high net worth families, real estate owners, and individuals make the best tax and financial decisions. We know that our clients want to make good decisions throughout their lives, in order to create financial security and peace of mind. Many people fear making mistakes, and possibly running out of money during retirement. We are here to help guide you through the sometimes "overwhelming" process of planning for your success.

Please explore the resources you'll find on our site, for more information on specific topics; comprehensive education is the best foundation for good decision making.  We're always available to help, so feel free to contact us, at any time, for a more specific discussion of your needs, at our toll free number:  800-224-1053

 
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Cost of Retirement

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Social Security Outlook

If your retirement is a long way off, you might want to consider the possibility that Social Security may not provide a significant source of your retirement income. Here’s why.

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

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