Smart Retirement and Investment Planning. It's what we do.
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
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 situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Jeffrey A. Street
Certified Financial Planner
Recognition in Boston Magazine and the Wall Street Journal for 2019 Five Star Manager Award.
Newsletters
-
Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
-
REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
-
Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
-
Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.