ACCOUNT ACCESS please use this link to access your account balances and holdings!
Welcome to our website and your source for investment information. I would like to personally invite you to explore our website for timely ideas, articles, newsletters and calculators that you might find helpful in your exploration of financial wisdom. The journey we face towards financial independence never truly has an end. We at Shenk Capital Management understand that our clients entrust us with their livelyhoods and we do not take that lightly.
- Check the background of this firm on FINRA's BrokerCheck.
- Check the background of this investment professional on FINRA's BrokerCheck.
Newsletters
-
On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
-
Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
-
Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
-
HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.