Financial Planning for Life

Welcome to my Web site -- an information resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics. You can even request a quote for an insurance or investment product. And check back often, because I'm constantly adding new material. If you have a specific question or want more information, click on Contact Us, drop us an e-mail message at michael@nixonfinancial.com or call me at 707-894-9882 I'm ready to help.

 

Disability Income Insurance

How much Disability Income Insurance do you need?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Net Worth

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

Lease Interest

What's the interest rate on the lease you're considering?

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Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

A Question of Identity

The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.

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