Wechsler/Marsico Associates - "Planning Your Tomorrows Today"



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Information for business partners such as; Attorneys, CPAs, Retirement Plan Consultants and Trust Officers > MORE


At Wechsler/Marsico Associates we provide objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals.

We offer a comprehensive line
of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives. > MORE

Is a Career as a Financial Planner Right For You?

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

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July 04, 2009 @ 05:09 PM

Dow Jones Industrials 8,280.74- 223.32
Dow Jones Transportation 3,158.74- 119.69
Dow Jones Utilities 350.69- 10.96
Nasdaq Composite 1,796.52- 49.20
Nasdaq 100 1,446.28- 35.06
S&P 500 896.42- 26.91
S&P Mid-Cap 400 565.03- 19.21
S&P Small-Cap 600 263.12- 11.11
NYSE Composite 5,775.24- 178.77
AMEX Composite 1,567.05- 26.32
10 Year Treasury Note 3.50- 0.05
Wilshire 5000 9,201.07- 276.51

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