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Ted Byrer - Financial Advisor, President & CEO

226 West Tansey Crossing
Westfield, IN 46074

Phone:

317-900-6970

Fax:

317-561-5063

E-mail:

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Calculators

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Experience - Intellectual Capital - Personal Service

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


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

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Describes retirement plan options that help self-employed workers save on taxes.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate the future value of your current savings.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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