We believe that good financial decisions don’t have to be confusing. Reaching your long-term financial objective hinges on having a financial plan—one that fits your unique circumstances and grows with you.
No matter where you are on your financial journey, Mainstay Financial Management will be with you providing direction along the way.
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
How Long Will It Take to Pay my Balance?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
