Steven A Simon, CLU, ChFC

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Federal Income Tax

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

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

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