Charles P. Leach Agency

CPL Financial Group
Planning Today to Prepare for Tomorrow

Securities products are offered through registered representatives and investment advisory services are offered through investment advisor representatives of Walnut Street Securities, Inc (WSS), a registered investment advisor. Member FINRA/SIPC. CPL Financial Group is not an affiliate of WSS.
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

LTCI Cost of Waiting

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

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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