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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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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Pension or Lump Sum: Which Should You Choose?
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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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.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.