Eshbach Retirement Planning

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Risk Tolerance

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

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Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

What's Next for IPOs?

Only 10 companies went public on U.S. stock exchanges in the first quarter of 2008. Even if you never participate in an initial public offering, the IPO market can reveal a wealth of clues about the financial climate at home and abroad.

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

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