WELCOME . . . I'm glad to have you visit my website.
Visit "The Process" to see a brief overview to my Method of Operation!
Calculators, Articles, Videos at your fingertips.
My hope is that you find value for the time you spend here.
Sam-
Financial-Profiles
240 Wilson Pike Circle - Suite 150
Brentwood,
TN
37027
Phone:
- 615-351-6247
Fax:
- 615-377-5312
Newsletters
-
Reward Workers and Fund Retirement with a Cash Balance Plan
Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.
-
Is a Roth 401(k) Right for You?
An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.
-
Insurance with Potential Cash Value
Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.
-
Reviewing Business Structure in Light of Tax Changes
A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,219.85 | -0.42% |
| Dow Jones Transportation | 10,406.93 | -3.59% |
| Dow Jones Utilities | 824.58 | +0.38% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.