William Phelan Associates
William “Bill” Phelan
 
When I opened my practice in the late 1970’s, I considered my most important assets to be my clients, integrity, and knowledge. Today our clients remain at the heart of the business, and I remain committed to using my experience in the insurance and financial services industry to guide each individual client through a complex maze of insurance and financial services products. I realize the decisions made today will affect not only my client’s future, but potentially the future of their family for generations to come.
 
In order to accommodate the development of individual financial and estate strategies, our office is licensed to broker life, health, and disability insurances. We also offer a wide range of annuities and securities. In addition, my securities licensing includes New Jersey and New York.
 
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Calculators

Loan Payoff

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

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Determine whether you should consider refinancing your mortgage.

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Newsletters

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Take Advantage of Temporary Tax Laws

A raft of favorable tax provisions are in effect right now, but you better act fast. Most of them are scheduled to expire within the next two years.

Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumers rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

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Market Watch

August 27, 2008 @ 08:47 PM

Dow Jones Industrials 11,502.51+ 89.64
Nasdaq Composite 2,382.46+ 20.49
S&P 500 1,281.66+ 10.15

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