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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Inflation Protection for Investment Dollars

Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.

Chained CPI and Your Taxes

One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

Equity REITs and Rising Rates

Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.

Choosing and Using a College Checking Account

Some tips for parents and college students to consider, whether opening a new checking account or using an old one.

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