Poetry Of Money LLC

YOU AND YOUR ASSETS IN PERFECT HARMONEY (tm)

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Market Watch

February 09, 2010 @ 08:34 AM

Dow Jones Industrials 9,908.39- 103.84
Nasdaq Composite 2,126.05- 15.07
Nasdaq 100 1,734.88- 11.24
S&P 500 1,066.18- 0.01
S&P 100 491.34-
Russell 2000 586.49- 6.49
10 Year Treasury Note 3.56- 0.04
OSX Oil Service Sector Index 187.98- 1.75

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Newsletters

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Can You Count on Disability Income?

Disability income insurance replaces a percentage of your salary if you should experience a disability that makes it impossible for you to continue working.

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

More Newsletters →

Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Roth IRA Conversion

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

More Calculators →