Preferred Financial Strategies, Inc.

generations of trust...decades of knowledge...since 1979

                                                      

 

 

                                                                                                    Sara I. Seasholtz, CFP®
                                                                                                               President

                        
Calculators

Taxable Equivalent Yield

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

Car Affordability

How much can you afford to pay for a car?

Capital Gains Taxes

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

More Newsletters →