Creating Peace of Mind for Your Life
Securities offered through Packerland Brokerage Services,Inc., an unaffiliated entity, Member FINRA & SIPC
Newsletters
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When Two Goals Collide: Balancing College and Retirement Preparations
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
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Corporate Debt: Are Juicier Yields Worth the Extra Risk?
This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.