The Investment Center

Thomas M. Scharf, CFP®

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

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. 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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators →

Strengthening Social Security

A recent poll measured attitudes toward four potential changes to strengthen the Social Security system.

Who Controls the Cash?

Results of a recent survey on couples and money management, plus suggestions for forging a stronger financial partnership.

Retirement Risks to Consider

The road to a comfortable retirement is full of risks, and they don’t end when you stop working.

HOT TOPIC: Tightening the Rules on Corporate Inversions

Understanding inversions and their implications on tax revenues, corporate taxes, and for shareholders of inverted companies.

More Newsletters →