Jotkoff Financial Group

Welcome to our website where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

A message from Alan Jotkoff:

I 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. This website is here to help you gain a better understanding of the financial concepts behind accounting, taxation, insurance, investing, retirement, estate planning, and wealth preservation.

I hope you see the value of working with our skilled professionals to pursue your financial goals. We are 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.
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lease Interest

What's the interest rate on the lease you're considering?

More Calculators →

Newsletters

Don’t Bet Your Life on These Insurance Myths

Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

HOT TOPIC: Inflation Slows But Still Poses Long-Term Threat

After a year in which energy prices hit record levels, most consumers will be surprised to learn that the 2008 inflation rate was almost zero. But don't be fooled into thinking that inflation is no longer a threat to your long-term financial outlook.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

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