
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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HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information
Recent action by the Federal Trade Commission highlights the potential for abuse by online data brokers. This article offers some tips that might help consumers keep their private data private.
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Traditional or Roth Contributions? Think It Through for Future You
When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.
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Concerned About Cyberattacks? The Threat Is Real
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
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Key Retirement and Tax Numbers for 2025
This article outlines some important IRS cost-of-living adjustments for 2025.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Car Affordability
How much can you afford to pay for a car?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.