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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Qualified Charitable Distributions

Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.

Risk Tolerance: Stress-Test Your Portfolio…and Yourself

Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.

Business or Hobby? It’s All About Taxes

The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.

Closed-End Funds May Offer Higher Income

Discover why closed-end funds may offer potentially higher income streams than traditional mutual funds holding similar securities.

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