David Kramer - wealthandtax.pfyfn.com

Unbiased advice & comprehensive strategies for retirement ... and beyond


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Pleasant Hill, CA  94523

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Cost of Retirement

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

Looking Back, Looking Ahead

See the indicators economists rely on to understand the past, present, and potential future direction of the economy.

A Business Plan Can Be Your Guide to Growth

A business plan can be an important step toward success. Here are some key components to consider.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

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