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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Federal Income Tax

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

Life Insurance

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

Cost of Retirement

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

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Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

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