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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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. 

Helpful Content

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

 

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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