CPAs Helping You Achieve Financial Success

Please be advised that presently Al Ellison, Jr., CPA, PFS holds Series 7, 63 and 65 licenses and is registered to sell mutual funds, stocks, bonds, options and provide investment advice in the states of Alabama, California, Georgia and Florida. For residents of other states, proper licenses and registrations must be obtained by Mr. Ellison before proceeding further. No parts of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss or principal.
Newsletters
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.