Todd Causey Registered Representative
Newsletters
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
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The Employment Situation: A Closely Watched Report
Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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.
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Savings Accumulation
Estimate the future value of your current savings.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.