Cecil & Eady Investments

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?