Market Watch
  December 05, 2008 @ 03:50 AM
Dow Jones Industrials 8,376.24 - 215.45
Nasdaq Composite 1,445.56 - 46.82
S&P 500 845.22 - 25.52
Russell 2000 439.53 - 14.23
10 Year Treasury Note 2.57 - 0.11


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Educate yourself on a variety of
financial topics.
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A host of financial tools to assist
you.
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stay current.
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Jeffrey L. Witt, CFP

1009 Oak Hill Road Suite 203
Lafayette, CA 94549
Phone: (800) 675-PLAN
FAX: (925) 299-1449
Email:  jeff@jeffwitt.com


Welcome to I.D.E.A.L. Financial Services! This web site is designed to provide you with important, timely information and services to help you achieve your financial goals. Please take a few minutes to browse through our site--look up a stock price, keep an eye on market trends, research a subject that interests you--we`re sure you`ll discover an abundance of beneficial financial articles, data, and tools to make you a more informed investor.

CalculatorsNewsletters
 

IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.

Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.

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

College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators>>>

 

It’s Your Home, Not Your Retirement
Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Retirement, Boomer Style
As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

In a Category All Its Own
Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

Life Lessons
Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

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