Asset & Estate Preservation

James M. Poindexter CFP™, AEP, CLU, LUTCF, ChFC

The Financial Coach

Welcome The Financial Coach web site where you will find a wealth of information in the form of newsletters, articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind investing, retirement, insurance, estate planning, tax minimization and wealth preservation... The Total Financial Strategy. Most important, we hope you see the value of working with skilled, certified and licensed professionals to pursue your financial goals.

 

*The Financial CoachTM is affiliated with Poindexter Financial Group.

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.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Life Insurance

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

Roth IRA Conversion

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Market Watch

May 27, 2012 @ 02:07 PM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
NYSE Composite 7,534.33- 18.03
10 Year Treasury Note 1.75- 0.01
OSX Oil Service Sector Index 208.23+ 0.40

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