Todd Causey Registered Representative
Newsletters
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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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Savings Accumulation
Estimate the future value of your current savings.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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.