Helping You Make Smart Decisions About Your Money - Bill Jenkins

My name is Bill Jenkins and I'd like to welcome you 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.
Bill Jenkins
"Helping You Make Smart Decisions About Your Money"
Newsletters
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Treasury Yields Off 17-Year Highs
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
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Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
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Are You Spending Money to Keep Stuff You Don’t Need?
One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
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Housing Market Trends: Are They Helping or Hurting the Economy?
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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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.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.