About Us Our company is built on a solid foundation of excellent client service and in-depth market knowledge. Click here to learn more about us.

Special Topics Business Succession Executive Benefits Wealth Management

Become a Client Becoming a client with us is as easy as it is rewarding. Fill out our Request More Info form and we'll contact you shortly.

6100 Fairview Road, Suite 1150

Charlotte, NC 28210
Phone: (704) 442-4402   Fax: (704) 442-4403   Email: nbrandon@byronfin.com

Long-Term Care Self Insurance
Will you be able to afford nursing home care?

Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators>>>

Tax Law Keeps S Corporations Attractive
S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay
The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?
This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

HOT TOPIC: European News Causes Market Mood Swings
In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

More Newsletters>>>