Welcome to our Web site, where you’ll find a wealth of information in the form of articles, calculators and research reports.
This website has been developed to help you understand the opportunities and rewards that are available when you take a proactive approach to your personal finances. The use of this Web site will give you a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. In collaboration with a skilled professional you can move toward reaching the full potential of your financial goals.
The Troy Michael Financial Group is here to educate you about the basic concepts of financial management and to help you learn more about who we are. We look forward to you taking advantage of this resource and visit often. We frequently update our information. So give us the opportunity to do the work for you and be your source for new developments in personal finance.
Newsletters
-
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
-
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
-
Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Calculators
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.