Diefendorf Capital Planning Associates

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DIEFENDORF CAPITAL PLANNING ASSOCIATES

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The financial calculators are provided for general informational purposes. They are intended as a public service to enable you to figure a rough estimate of your financial needs, and is not meant to serve as investment, tax, or legal advice. Because these financial calculators cannot know your individual circumstances, you should consult an insurance, tax, or legal professional if your would like more personal and comprehensive advice.

In addition, your financial picture will likely change over time; therefore, it would be prudent to review your financial strategy periodically to ensure that it continues to fit your then current circumstances. All examples are hypothetical and are intended for illustrative purposes only.
Any material included in this Website are not intended to serve as legal, tax, accounting or other professional advice. You should consult with an attorney, accountant, or other professional advisors experienced in the areas discusses or addressed by these materials before taking any action.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate the future value of your current savings.

Compare the potential future value of tax-deferred investments to that of taxable investments.
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.
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Time to Get Back to RMDs
If you took advantage of the temporary reprieve that allowed you to skip required minimum distributions from traditional IRAs and employer-sponsored retirement plans in 2009, be aware that no such exemption exists for the 2010 tax year.
HOT TOPIC: Financial Reform May Change the Face of Finance
The Dodd-Frank Wall Street Reform and Consumer Protection Act will likely revolutionize the countrys financial system. But because the law instructs various regulatory agencies to write the rules that govern the acts implementation, it may be weeks, months, or even years before consumers understand how the changes will work, and even longer before their economic consequences are fully known.
Love and Marriage and Retirement
More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.
When Tea Leaves Won't Do
Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.
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Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.

Ideas to help simplify everyday finances.

Manage your taxes and prepare for the upcoming tax season.

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Securities offered through: Sterling Monroe Securities 168 Forest Avenue, Locust Valley, NY 11560 516-759-5735
Member FINRA, SIPC