Diefendorf Capital Planning

FINANCIAL SERVICES SINCE 1875

                 

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The information on products and services presented on this Website are offered to individuals residing in jurisdictions where Diefendorf Capital Planning Associates, and its registered representatives are securities registered and insurance licensed and appointed or found to be exempt from such requirements. Currently these products and services are available to residents of: Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia and Washington. Information contained on this site is not intended to constitute an advertisement, solicitation, or offer for sale in any jurisdiction outside the United States of America where such use would be prohibited or otherwise regulated.

The financial calculators are provided for general informational purposes. They are intended as a public service to enable you to figure a rough estimate of your financial needs, and is not meant to serve as investment, tax, or legal advice. Because these financial calculators cannot know your individual circumstances, you should consult an insurance, tax, or legal professional if your would like more personal and comprehensive advice.

In addition, your financial picture will likely change over time; therefore, it would be prudent to review your financial strategy periodically to ensure that it continues to fit your then current circumstances. All examples are hypothetical and are intended for illustrative purposes only. 

Any material included in this Website are not intended to serve as legal, tax, accounting or other professional advice. You should consult with an attorney, accountant, or other professional advisors experienced in the areas discusses or addressed by these materials before taking any action. 

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Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

More Newsletters →