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
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.