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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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Car Affordability
How much can you afford to pay for a car?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?