R. Patrick Cargill, CPA

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.


We hope your visit will help you understand the opportunities that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning.  We want to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

 

  • 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.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Cost of Retirement

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Better Late Than Never

Understand the rules and deadlines for the estates of recently deceased taxpayers when seeking portability relief.

New Life for Your Old Insurance Policy

Consider options that could be more beneficial than surrendering a life insurance policy or letting it lapse.

Tax Tips on Capital Gains

Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

When a Saver Marries a Spender, Every Penny Counts

Guidelines to help facilitate financial discussions between spouses who have different points of view on spending.

More Newsletters →

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,386.03 + 0.23
Dow Jones Transportation 10,370.83 - 0.30
Dow Jones Utilities 762.59 + 0.65
Nasdaq Composite 6,875.08 + 0.51
Nasdaq 100 6,393.89 + 0.78
NYSE Composite 12,668.22 + 0.20
AMEX Composite 2,568.79 + 0.08
PHLX Semiconductor Index 1,245.58 + 0.59
OSX Oil Service Sector Index 136.05 + 1.45

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