
James L. Parker
“Thanks for visiting my website. I hope you find it helpful and easy to use. Take a minute to check out the information and tools provided. If you have any questions/comments/need help/want to say hello –please give me a call! Kind regards, Jim”
Click here to access your Brokerage account
Click here to access your Fidelity managed account
Click here to access Investigo account consolidation
Newsletters
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Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.