Holistic Financial & Retirement Group - Not just money.

Swan Shen, CFP®, ChFC®, CRPC®, MBA
Certified Financial Planner®, Chartered Financial Consultant®,
Chartered Retirement Planning Counselor®,
Master of Business Administration
President of Holistic Financial & Retirement Group
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We 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. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial and retirement planning; to help you learn more about who we are; and to give you fast, easy access to some financial tools. 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.
Newsletters
-
What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
-
Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
-
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
-
Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Lease Payment
How much would your monthly lease payment be?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.