Understanding Today’s Financial Environment
At Quintus Financial Services, our main goal is to clarify the complex. Our client's goals are specific, they want to be able to retire at a certain time and live a specific lifestyle. They want their kids to go to college. They want to make sure they pass their wealth onto future generations as efficiently as possible. We use our process to craft a plan to help move this complex plan forward while giving our clients peace of mind so they can focus on what is truly important - family and security.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Understanding how capital gains are taxed may help you refine your investment strategies.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
The decision whether to buy or rent a home may have long-term implications.
Here are five facts about Social Security that might surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.