Cecil & Eady Investments

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
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.
Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Mortgage Acceleration

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.