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insurance, securities, Price Utah-Jake Mellor Financial Services LLC

A RETIREMENT & INSURANCE PLANNING ORGANIZATION

Newsletters

SEC Decides to Break the Buck

How reforms to the $2.6 trillion money fund market might affect institutional and individual investors.

Growth, Value, or Both?

Here’s how to identify a stock or mutual fund as a growth or value investment.

Who Controls the Cash?

Results of a recent survey on couples and money management, plus suggestions for forging a stronger financial partnership.

HOT TOPIC: Shoppers Still Waiting for Security Fix

Current trends in debit- and credit-card fraud and how shoppers can help protect their personal information and financial accounts.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Federal Income Tax

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

Impact of Inflation

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

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