Trusted Wealth Advisors

"Time is the stuff Life is made of." - Benjamin Franklin

Trusted Wealth Advisors is a comprehensive financial services company, dedicated to providing the highest level of personal service, and saving you the one resource that cannot be recaptured - time.

Our services, coupled with state-of-the-art financial solutions and powerful planning techniques, are specifically designed to focus on your overall financial health.  We actively seek to provide complete solutions that help you to achieve your goals in all aspects and during all phases of your financial life from your first investment through the accumulation phase to distribution of assets.

We pride ourselves on delivering service to you in an informative, friendly and personal manner.  No pushy sales talk here.  Just plain facts, fully explained and geared to your specific circumstances and goals.
 
Calculators

Impact of Inflation

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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 employer's retirement plan after you turn age 70.

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Newsletters

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

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