Cecil & Eady Investments

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

Savings Accumulation

Estimate the future value of your current savings.
Impact of Inflation

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

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?