The Flõ Approach

Training Efficient and Effective Cash Flõ Decision-Making

My goal is that you always have your money flõ to the things most important to you.

To do this, you must follow the golden rule of cash flõ...

Watch It, Manage It, and Most of All...ENJOY IT!

-Karol Lunsford, CFP®, ChFC,  MBA

 

Securities andt Advisory services offered through Geneos Wealth Management. Member FINRA, SIPC.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Key Retirement and Tax Numbers for 2021

IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.

HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?

Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.

How Well Do You Understand Retirement Plan Rules?

From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.

Income Investors May Find Closed-End Funds on Sale

Do you know the differences between open-end and closed-end funds? This article compares the two.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck