top of page
Woman leading a diverse professional team meeting.

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Welcome to Fessler Financial

A man, woman, and young girl smiling at a formal event.

Welcome to Fessler Financial, a full-service company specializing in retirement planning and investment management. As a personal financial professional, we can:

  1. Help you clarify and define your goals

  2. Recommend solutions that fit your needs

  3. Deliver timely information

  4. Explain how changing financial conditions affect you

  5. Monitor your financial progress

  6. Make investment planning easier

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

If you have any questions, please give us a call.  We look forward to talking with you.

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Ghost Tapping Scams Are on the Rise: What You Need to Know

While ghost tapping sounds like something out of a scary movie, its a scam that can have very real consequences.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Disability Income Insurance

How much Disability Income Insurance do you need?

LTCI Cost of Waiting

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

Taxable Equivalent Yield

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

bottom of page