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David Sinclair, EA, CFS

PO Box 577


Portsmouth

,

NH

03802

Phone:

720-244-2095

Fax:

800-314-6949

E-mail:

Neil H. Resnik, LUTCF

Guides readers through estimating a realistic retirement savings target.

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Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Describes convertible bonds and their balance of stability and upside.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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This calculator can help you determine how soon you can pay off your mortgage.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much life insurance would you need to produce a sufficient income stream for your family?

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

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck