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 confidence so they can focus on what is truly important - family and security.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
New Retirement Contribution Limits for 2023
A look at the new, record-high retirement contribution limits from the IRS.
Do you have an estate strategy? You should.
When your life changes, your insurance needs change as well.
What is a family? In the 1950s, the notion of the nuclear family predominated: Mom, dad and their biological children. Today, things are different. The term “family” embraces everything from...
These planning tips can help.
How much could you save now and in the long-term?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn about cyber liability insurance in this entertaining video.
Around the country, attitudes about retirement are shifting.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.