National Planning Corporation

Helene Robertson, CFP & Sanjay A. Das, CFP, CLTC

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

For a FREE financial newsletter or no-obligation complimentary meeting please contact our office.

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.
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Disability Income Insurance

How much Disability Income Insurance do you need?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

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