Charles J Wolf
 

 

 

 

Welcome and thank you for visiting!

As you work toward financial security I will be your partner in the process to plan for your life's uncertainties, pay only the taxes you owe, make the most of your assets, and ensure that you and the people you love will be protected.  It's a big job.  And it requires lots of education.  In this partnership you educate me about your experiences, hopes, and fears.  And I use my experience and education to provide you with choices to manage your risks and pursue your dreams. 

 I hope you find this web site a helpful resource in that process.  There is information on my services and useful tools such as interactive financial calculators, glossaries, and articles.  In addition, there are links to external Web sites.

Please feel free to contact me with any questions or comments you may have.  I look forward to hearing from you!

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

More Newsletters →

May 20, 2012 @ 03:29 PM

Dow Jones Industrials 12,369.38- 73.11
Dow Jones Transportation 4,873.76- 64.42
Dow Jones Utilities 464.16+ 0.07
Nasdaq Composite 2,778.79- 34.90
Nasdaq 100 2,478.53- 30.52
S&P 500 1,295.22- 9.64
S&P 100 591.61- 4.28
S&P Mid-Cap 400 905.28- 10.71
NYSE Composite 7,427.74- 52.69
AMEX Composite 2,209.54- 10.77
10 Year Treasury Note 1.70-
Wilshire 5000 13,514.18- 114.94
PHLX Semiconductor Index 364.48- 6.97

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