Daniel P. Batty CFP®,ChFC®,CFBS,CFS®,CLTC
Phone:
- Medicare Inquiries 484-348-6210
- Employee Benefits 484-348-6206
- Personal Investments 484-348-6205
- Personal Insurance 484-348-6205
Fax:
- 610-458-7907
Newsletters
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
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A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
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Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
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Lease Payment
How much would your monthly lease payment be?
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Car Affordability
How much can you afford to pay for a car?
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 28,989.73 | -0.58% |
| NYSE Composite | 13,978.47 | -0.88% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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