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
-
SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
-
Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
-
How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
-
Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Calculators
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?