LARRY TAKAHASHI FINANCIAL SERVICES

 

 
 
 

 

 

 

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Retirement Savings: Traditional, Roth, or Both?

How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?

Social Security May Offer a Lifetime of Protection

This article provides an overview of four times other than retirement when Social Security might affect you or your family.

Will vs. Trust: Know the Difference

Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.

Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.

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