Webster Tax & Financial Services

David Webster CPA, CFP

Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. 

I 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. I have created this Web site to help you gain a better understanding of the financial concepts behind taxes, insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with me and my impressive network of skilled professionals to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit me often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information, and I wouldn’t want you to miss any developments in the area of taxes and investing.
Calculators

Estate Taxes

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Taxable Equivalent Yield

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

LTCI Cost of Waiting

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

More Calculators →

Newsletters

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

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