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Calculators

You can review interesting calculators on my site.

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Planning for the future doesn't have to be hard. 

Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you're close to retirement or just starting out can help. 

It all starts with a conversation to get to know you and learn more about your goals: 

Where are you today? 

I'll work to learn more about your current financial situation. 

Where do you want to be tomorrow? 

Then we'll discuss ways to meet your goals. 

How can you get there? 

Next, we put together a customized financial strategy based on your life and your needs. 

Ready to get started? 

You tell me how you'd like to move forward. And I'll help you kick-start your plan. With regular reviews, we'll monitor progress and make adjustments along the way. 

Let's Talk - Contact me today at 559-650-2667 or by email at ingram.rita@principal.com. 

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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