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Mark Morlock has over 25 years of combined multi-disciplinary experience in financial planning. Our firm offersr personalized service helping clients address their retirement planning, wealth accumulation, and asset protection needs. Recognizing that each and every client has unique concerns and objectives, we strive to meet those needs through proper analysis and strategic recommendations that fit the goals of the client. Our firm has a unique planning strategy that places emphasis on education funding within the financial planning setting. Our specialties enable us to service all your financial planning needs.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?