Michael Melone, Financial Consulant

I am committed to helping my clients work toward their financial goals for themselves, their families and their businesses by assisting them with strategies for asset accumulation, preservation and transfer.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Insurance

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

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Newsletters

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

Gauging Investor Sentiment

Technical analysis, the evaluation of securities based on historical prices and other trading variables, is based in part on market psychology and thus looks at a host of sentiment indicators for clues about the near future.

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