YOUR PLAN, YOUR FUTURE
Weldon & Company works primarily with affluent individuals and families, business owners and executives, professionals and retirees. We offer money management, retirement, business, and estate strategies, as well as guidance in the area of charitable giving. We also help clients with business and succession planning. We look forward to working with you to help plan for your best future!
Newsletters
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Qualified Longevity Annuity Contracts (QLACs)
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Calculators
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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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Credit Card Debt
How Long Will It Take to Pay my Balance?