Frazier Financial Advisors, LLC

Jim Frazier, Managing Director

 

 

 

 

 

 

 

 

Securities offered through TRIAD ADVISORS, INC.
Member FINRA   SIPC
Products and services are only offered only to United States citizens and residents in states where we are registered and/or licensed. Any information on this website is intended solely for such persons.
Please check with us for availability in your state.

 

 

 

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.

Personal Inflation Rate

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

More Newsletters →