Marc Pearlman

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.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Small Businesses Could Face Borrowing Challenges

Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.

Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.

Diversifying with Market Caps

The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

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.

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