or Call (215) 321. 4410
  
 
 
 
 

                                                               

 

 

Engage with some of the best minds in the financial industry.   Learn a strong planning approach or an insightful investment strategy... Or simply set an appointment to look over finances with our group.

EPG Financial Workshops are powerful events that offer... >> Read more >>

 

Upcoming Workshop(s):

 

 
 
Will Your Retirement Money Last?:
Learn from an Expert.
5:30 - 8:00 PM * February 21, 2012 (Princeton, NJ)
 
RSVP BY FEBRUARY15 -- (215) 321.4410 
 
 

 Will Your Retirement Money Last?:

Learn from an Expert.
5:30 - 8:00 PM * February 22, 2012 (Newtown, PA)
 RSVP BY FEBRUARY15 -- (215) 321.4410 

  

 
 
  
 
Will Your Retirement Money Endure?:
Learn from the World's #1 Bond Manager
11:30 - 1pm * March 7, 2012 (Lahaska, PA)
RSVP BY MARCH 1 -- (215) 321.4410 
 
 
 
 
   
 
 
 
Will Your Retirement Money Endure?:
Learn from the World's #1 Bond Manager
11:30 - 1pm * March 8, 2012 (Lahaska, PA)
RSVP BY MARCH 1 -- (215) 321.4410 
 
  
 
 
 
Will Your Retirement Money Endure?:
Learn from the World's #1 Bond Manager
5:30 - 8:00 - March 8, 2012 (Lahaska, PA)
RSVP BY MARCH 1 -- (215) 321.4410 

 

 
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Home Affordability

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

More Calculators →

Newsletters

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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