Educational Institute Of The Southwest

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.  

Educational Institute of the Southwest is dedicated to the education of the public. It is our goal, as well as the goal of our associates, to give you more knowledge so you can make better financial decisions.We believe you will have a defining moment in the way you think about money.

 Educational Institute of the Southwest has joined a growing group of professionals from across the country, who are deeply concerned about the direction we are headed and the impact it will have on everyone’s financial future. We need to share with you information that is critical to preparing you for that future. It is our concern that certain changing events will affect you and your family dramatically. Our discussion  may change the way you think forever.


  We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

    We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

  

 

 

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

More Newsletters →