Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
Pell Financial Services created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate analysis and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals. We're here to help educate you about the basic concepts of financial analysis, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
-
Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
-
The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Calculators
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Lease Payment
How much would your monthly lease payment be?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?