Calculators

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Videos

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Welcome to Silver Birch Capital Advisors

Our disciplined solutions-based investing process is crafted to each individual client and their ever changing needs.Our mission is to provide our clients a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. We're here to help educate you about the basic concepts of financial management; to help you learn more about what is most important to you and helping in achieving those goals.

Newsletters

Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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How Has SECURE 2.0 Affected 401(k) Plans?

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

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Calculators

Roth IRA Conversion

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

Lifetime Earnings

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

LTCI Cost of Waiting

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

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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