Thomas Bastian

Thomas Bastian

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

How Much Is Enough?

When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

No Better Time Than Now

You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

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