Donald J. Barzak
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
Be sure to check out your personal Risk Number. Does your portfolio match your Risk Tolerance and Investment Objectives?
Riskalyze is an independent third-party vendor, that provides an assessment of a person's risk tolerance and alignment with an estimate of the risk in their portfolio(s). Your risk score is based upon information and assumptions provided by you (the client). Investing entails risk and there are times when that risk falls outside the parameters of expectations.
Are you looking for a Chartered Financial Consultant to do Financial Planning for you? Look no further feel free to click on this link and input your data and we can get the process started for you.
Right Capital Financial Planning
We hope your visit will help you understand the opportunities and potential rewards 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 insurance, investing, retirement, estate planning, and wealth preservation. Most important, 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 management; to help you learn more about who we are; and to give you fast, easy access to market performance 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.
Newsletters
-
Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
-
HOT TOPIC: Red Ink: The Debt Ceiling and Deficit Spending
This report explains the potential consequences of not raising the debt limit in a timely manner and provides an overview of new projections from the CBO for future deficits and the national debt.
-
New Life for Your Old Insurance Policy
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
-
How Life Insurance Could Help Mitigate Taxes in Retirement
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?