“Developing and implementing customized plans
to help you pursue your financial goals”
“Developing and implementing customized plans
to help you pursue your financial goals”
Online access for Stifel clients, providing detailed account information, market data, research and more.
LoginBusiness owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator is designed to help you attach a dollar figure to your life’s work.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This calculator can help you determine how soon you can pay off your mortgage.