Naylor Wealth Management Insurance and Financial Services

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Are You Eligible for Any of These College-Related Federal Tax Benefits?

College students and their parents need all the help they can get when paying for college or repaying student loans. This article explains three federal tax benefits that could take some of the sting out of expensive college costs.
Adjusting Your Tax Withholding

Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
Trusts — Not Just for Estate Taxes

In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
Most Grocery Shoppers Aren’t Fooled by Shrinkflation

You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.

Life Insurance

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

This calculator can help you determine how soon you can pay off your mortgage.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.