Smarrelli Financial

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.