Taggart Investments Inc is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation*, we can help you answer the questions you may have about your financial future, such as:
•Will I be able to retire early? 
•How much money will I need in order to retire? 
•How can I get the most out of my 401(k)? 
•Should I have a traditional IRA or a Roth IRA? 
•What strategies can I employ to strive to "inflation-proof" my investment income? 
•How can I ensure that my children receive as much as possible from my estate? 
•What do I need to know about wills, trusts, and probate? 
We offer financial products and services tailored to your individual needs. Taggart Investments Inc is committed to you for the long term.
*Tax and legal services offered in conjunction with qualified professionals.
Newsletters
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Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
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Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
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Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
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Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
 
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.