Crown Capital Securities, L.P.

Jon Sheflet & Tony Volino

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

 

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

 

We created this Web site to help you gain a better understanding of the financial concepts behind retirement, investing,  insurance, estate planning, and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

 

We're here to help educate you about the concepts of financial planning and to give you fast, easy access to market performance and data.

 

We hope you take advantage of this resource and visit us often.  Be sure to add our site to your list of "favorites" in your Internet browser.  We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.

 


 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Taxable Equivalent Yield

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

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