Terry Pasket, CFA®, EA
Phone:
- 904-472-6254
E-mail:
Newsletters
-
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
-
The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
-
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
-
Will You Pay a Medicare Surcharge?
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.