Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

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Helping You Plan Your Financial Future

Click here to contact Mark Purcel for a complimentary risk assessment analysis

RISK MANAGEMENT INVESTING

Welcome to www.MarkPurcel.com.

This site will not only introduce you to my philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently so be sure visit often.

“My mission is to give my clients

financial confidence. I provide

a disciplined investment

philosophy to help maximize growth

and preserve capital.”

Newsletters

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Calculators

Federal Income Tax

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators