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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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
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Are Value Stocks Poised for a Comeback?
Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
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Concerned About Inflation? Consider TIPS
Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.
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Don’t Let Debt Derail Your Retirement
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.