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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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Savings Accumulation
Estimate the future value of your current savings.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.