Providing Common Sense Tax, Insurance & Financial Solutions
Mark Toney
Enrolled Agent
A financial services professional with over 30 years' experience in providing common sense tax, insurance and financial solutions.
Happily married for over 45 years, having raised 2 sons, both married to girls named Carla. Go figure. :)
Enrolled Agent ♦ Accredited Tax Advisor ♦ Accredited Tax Preparer ♦ Fellow of the National Tax Practice Institute™ ♦ Life Underwriter Training Counsel Fellow
Newsletters
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HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.