Market Watch

May 26, 2012 @ 05:47 AM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86

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Retirement & Career Transition Strategies

Retirement & Career Transition Strategies

Retirement Strategies

My name is Phil Sheehan and welcome to my website! I have been married to my wife Donna for 42 years and I think that helps me bring a family first focus to my clients and their families respectively. I would like introduce you to my family pictured above; my wife (Donna) and I, our two sons Phil & Jeff, our daughter in law Melissa and our grand daughters Alexa and Sarah. My financial planning process evolves around my ability to "get to know" my clients, understand their goals, understand their current financial and lifestyle situation and build a plan that engages me with the client, forming a partnership for Your Future, Your Way. It is my hope that I may continue to leverage my experience, work ethic, follow through, attention to detail in a way that I benefit people I work with today and every day.
 
Over the years I have been fortunate enough to have become friends with my client base, sharing family stories and experiences as we have built our relationships respectively. My focus now is to work in a way that I am providing a high level of service to my clients while taking on new clients on a referral basis only (referrals from current clients). Please browse this website, use the tools and/or educational material and use the link to send me an email with any questions you might have. I wish you a wonderful day!
 
Accepting New Clients by Referral Only

Newsletters

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.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →