Excel Securities & Associates, Inc

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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The Consumer Price Index and You

Inflation is a long-term, sustained rise in the general level of prices, as measured by the Consumer Price Index (CPI).

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

What's Next for IPOs?

Only 10 companies went public on U.S. stock exchanges in the first quarter of 2008. Even if you never participate in an initial public offering, the IPO market can reveal a wealth of clues about the financial climate at home and abroad.

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

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