Welcome to our Web site, where you will find a wealth of information in the form of newsletter articles, calculators, research and more.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Comprehensive advice based on advanced principles is what we strive to deliver. Between Jeff's nearly 30 years with the firm, Jason's CFP® certification and Bill's financial services experience, we help our clients answer the hard financial questions, plan for the future and oversee portfolios.
 
We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
 
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
 
 
Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC, and Federally Registered Investment Advisor. 
 
The Feuerstein Group is a team name used by Advisors affiliated with Waddell & Reed for marketing purposes only.
 
 

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Car Affordability

How much can you afford to pay for a car?

More Calculators →