Preferred Financial Strategies, Inc.

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

                                                      

 

 

                                                                                                    Sara I. Seasholtz, CFP®
                                                                                                               President

                        
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Lease Interest

What's the interest rate on the lease you're considering?

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.

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Newsletters

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

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