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.

  

 

 

Risk Tolerance

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Cash Flow Analysis

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

Federal Income Tax

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

More Calculators →

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

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