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Welcome to our site, where you'll find a wealth of information covering:
current news articles
& financial calculators
We want you to understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. King & Associates | Insurance & Investments Services created this site to help you gain a better understanding of the financial concepts of:
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Most importantly, we hope you see the value of working with skilled professionals to pursue your goals. Your success is our goal. Don't put it off - call us today.
Newsletters
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?