Our Mission

Peace of Mind Through Financial Security

Every successful corporate president hires a Chief Financial Officer to attend to the financial needs of the company so he or she can manage the well being of the company. We believe every individual needs to hire a personal CFO so they can attend to their own personal interest and well being. More...


SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE
This information is intended for use only by residents of Alaska, Arkansas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Masachusetts, Maryland, Michigan, Minnesota, Montana, North Dakota, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, and Wisconsin. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ.
The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. First Union Securities does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.



Calculators

Savings Goals

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

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Federal Income Tax

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

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Newsletters

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

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