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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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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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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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.