Fsc Securities

Your Source For Holistic Financial Planning

Welcome to R Chase Financial online

Here you'll discover valuable information, relevant articles, easy to use calculators, and access to the latest market performance data.  And you'll discover the advantages of working with the R Chase Financial team to pursue your financial goals.

Working together, we'll analyze your unique financial situation and chart a course toward helping you achieve your goals.  Whether you're interested in investing, saving for retirement, preserving your wealth or planning your estate,  the R Chase Financial team is here to help you understand the risks and rewards that come with proactively managing your personal finances.   

Bookmark this site to your list of "favorites" in your Internet browser. We frequently update and add to the information you'll find, so there's always something new to explore.

 Presented to 7% of wealth managers with five years of experience in the financial services industry all professionals within a market area.  Each wealth manager was reviewed for regulator actions, civil judicial actions and customer complaints.  www.fivestarprofessional.com/

 

 

 

Presented to 7% of wealth managers with at least five years experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints.  Wealth Managers do not pay a fee to be included in the research. Details of the award can be viewed at http://www.fivestarprofessional.com.
 

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

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