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

Lease Interest

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

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.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

More Newsletters →