Thomas Bastian

Thomas Bastian

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Calculators

Car Affordability

How much can you afford to pay for a car?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

Diversify and Conquer

If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

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.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

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