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
-
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
-
Is It Time to Declare Your Financial Independence?
Here are some ideas to help pursue a life of financial freedom.
-
What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
-
Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
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.