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

Lease Interest

What's the interest rate on the lease you're considering?

Risk Tolerance

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Life Insurance

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

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Newsletters

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

More Newsletters →