We help you make retirement, the world's longest coffee break
Today's investment climate offers unprecedented opportunities. At SW Financial, our mission is to help clients take advantage of those opportunities.
E-NEWSLETTER SIGN-UP
Subscribe to our newsletter and get exclusive news straight to your inbox!
SUBSCRIBE NOWNewsletters
-
Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
-
Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
-
Five Money Issues to Talk About Before the Wedding
Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
-
Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.