Cecil & Eady Investments

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What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Federal Income Tax

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

How much would your monthly lease payment be?
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.