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Hoosier Financial Associates

8069 Eskerban Drive
Avon, IN 46123

Phone:

(317) 272-4850

E-mail:

robert.mize@cfdinvestments.com

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

View Videos

Services offered include: Business Retirement Plans (401k's, IRA's, SEP's),Traditional & ROTH IRA'S, Group Health, Life Insurance (individual and group), 401k rollovers, Disability Insurance,etc

Hoosier Financial Associates logo with circular arrows

"The Journey of a thousand miles begins with one step."Lao-tzu

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Net Worth

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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