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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

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