Cecil & Eady Investments

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Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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.
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.
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.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Federal Income Tax

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

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