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.

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The Dow Then and Now

A brief history of the Dow Jones Industrial Average and how it has evolved with the American economy.

An Introduction to Trusts

This article presents some trust basics and describes how a trust could help reduce or avoid the costs of probate and estate taxes.

The Affordable Care Act Goes into Action

The Affordable Care Act’s next phase of implementation in 2013 may affect taxpayers and consumers.

Fraud Never Sleeps

Fraud accounted for more than half of the 1.8M consumer complaints received by the Federal Trade Commission in 2011.

More Newsletters →

  • 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.

  • 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.

Roth IRA Conversion

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Car Affordability

How much can you afford to pay for a car?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →