TMD Financial Strategies

Welcome to TMD Financial Strategies. We invite you to explore the newsletter articles, calculators, and research reports available here. We hope your visit increases your understanding of the opportunities and potential rewards that are available when you take a proactive approach with respect to your personal financial situation.We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning,
and wealth preservation.
Market Watch

July 30, 2010 @ 01:55 AM

Dow Jones Industrials 10,467.16- 30.72
Nasdaq Composite 2,251.69- 12.87
S&P 500 1,101.53- 4.60

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Newsletters

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

More Newsletters →

Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Capital Gains Taxes

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

Cost of Retirement

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

IRA Eligibility

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

More Calculators →