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Ted Byrer - Financial Advisor, President & CEO

226 West Tansey Crossing
Westfield, IN 46074

Phone:

317-342-3365

Fax:

317-561-5063

E-mail:

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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.

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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Use this calculator to estimate how much income and savings you may need in retirement.

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

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

Compare the potential future value of tax-deferred investments to that of taxable investments.

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