Avi J. Mesch, CLU®, ChFC® Richard E. Goldberg, CLU®, ChFC®, CFP®

 

Richard and Avi are Financial Representatives for Principal National Life Insurance and Principal Life Insurance Companies, and are Princor Registered Representatives and Princor Financial Advisors with Princor Financial Services Corporation.  Principal National, Principal Life, and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392.  CRG Financial Group is not an affiliate of any company of the Principal Financial Group®. 

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Calculators

Impact of Inflation

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

Risk Tolerance

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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