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E-mail:

  • rita.mahn@stifel.com
  • kyle.gowen@stifel.com
  • christina.olinger@stifel.com

Calculators

You can review interesting calculators on my site.

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Videos

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Flipbooks

You can review interesting Flipbooks on my site.

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Newsletters

  • Planning to Quit Your Job? What to Know Before You Go

    Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.

  • How Well Do You Understand Retirement Plan Rules?

    From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.

  • HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?

    This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.

  • When Two Goals Collide: Balancing College and Retirement Preparations

    This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.

More Newsletters »

Calculators

  • Estate Taxes

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

  • Retirement Plan Early Distribution

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

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Savings Accumulation

    Estimate the future value of your current savings.

More Calculators »

Investing involves risk, including the possible loss of principal invested.

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