Welcome to our Web site -- an information resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics. And check back often, because we're frequently adding new material. If you have a specific question or want more information, click on Contact Us, drop us an e-mail message at David.Grookett@voyafa.com or Zach.Coggins@voyafa.com, or call us at (803)-736-3406. We're ready to help.
Follow this link to see how much orange money (retirement money) you need: https://www.voya.com/tool/orange-money-retirement-calculator#step1
Newsletters
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HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.