CHRISTINE MESSMER CFP®
Phone:
- 610.489.7925
Newsletters
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Five Money Issues to Talk About Before the Wedding
Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
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HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
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A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
Market Watch
June 01, 2020 @ 10:46 AM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| S&P 500 ETF | +0.0% |
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.