Moneywise Inc

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Welcome to theMoneyWise, Inc.Web site. My company believes that good financial decisions don't have to be confusing. I can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.
This site will not only introduce you to my company philosophy and services, but it will also offer a wealth of educational materials - articles, newsletters, calculators, and other tools - designed to keep you up-to-date on financial issues, strategies, and trends.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me atmoneywise@pesmail.com or call 937-878-3317. If outside of the Dayton area, please use 800-445-1147.

Financial IQ Test
Take this quick quiz to find out your Financial IQ
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes
More Calculators>>>

A Graceful Departure
An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.
HOT TOPIC: Financial Reform May Change the Face of Finance
The Dodd-Frank Wall Street Reform and Consumer Protection Act will likely revolutionize the countrys financial system. But because the law instructs various regulatory agencies to write the rules that govern the acts implementation, it may be weeks, months, or even years before consumers understand how the changes will work, and even longer before their economic consequences are fully known.
Retirement with All the Fixins'
One of the most appealing aspects of a traditional pension is a guaranteed lifetime income. Fortunately, you can begin building your own guaranteed lifetime income with a fixed annuity.
Stocking Up on Cash: Scared or Prepared?
Having enough cash to make it through an illness, injury, job loss, or other financial emergency can help you avoid taking on debt or tapping your retirement assets.
More Newsletters>>>

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