Cecil & Eady Investments

Newsletters

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Lease Payment

How much would your monthly lease payment be?