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Calculators

You can review interesting calculators on my site.

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RONALD I. POSNACK, CFP®, CFS®, CMFC®

Welcome To My Web Site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. 

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I am offering this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.

I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am (and about Lincoln Investment); and to give you fast, easy access to market  data. I hope you take advantage of this resource and visit my web site often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update the web site's information, and I wouldn't want you to miss any developments in the area of personal finance.

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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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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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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