Neal Financial Group LP

Neal Financial Group

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When your life savings are at stake, you need advice you can trust. You need a financial advisor who is objective; someone who is not paid more to sell you one product rather than another. You need a relationship with a firm that promises always to put your interests first, a firm with experience and the right professional credentials.

The Neal Financial Group can help you make appropriate plans for your future. Your investments will be conservative and can accurately reflect your risk tolerance level. You can help protect your loved ones. You can set aside money to send your children to college, or fund your retirement. We will help create a plan to enable you to work toward achieving whatever you want from life. We are a group of professionals who can handle every aspect of your financial life.

 
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Loan Payoff

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

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