Scott Financial Services

Integrated Asset Management

College Funding

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Options for Retirement Living

Some considerations when deciding where to live in retirement, be it staying in the same community or moving.

The Roundabout Way to a Roth IRA

A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA.

Know Your Rights, But File with Care

It’s important to note that the “kinder, gentler” IRS remains vigilant in auditing returns for accuracy.

Aiming at Target-Date Funds

How target-date funds work and why it’s important to understand a fund’s specific strategy.

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