Financial Assets, Inc.

Feel free to browse our Web Site. You will find a variety of articles, calculators, and research reports that we hope will answer any of your questions.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Illinois Highlights Credit Risk

A look at the tax advantages and credit risks associated with municipal bond investments.

Two Tax-Friendly Retirement Plans for the Self-Employed

Solo 401(k)s and SEP IRAs are relatively simple for small-business owners and self-employed individuals to set up.

Family Limited Partnerships for Estate Planning Purposes

A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.

An Introduction to Trusts

A properly constructed trust can serve many purposes for families — and not just for the wealthy.

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