Are you ready to take control of your finances?

 

 

Retiring Soon

 

 

 

Divorced/Widowed

 

Just Need Help

  Want to Save More and Eliminate Debt?

Workshops begin again in February

 

Welcome to Financial Transitions Ltd. 

 

I work with people who want help taking control of their finances.  They want to make their dreams and goals a reality, but they are not sure how.  If you are ready to partner with someone who is committed to your success, then we should talk.  

I provide education, training, practical financial advice and innovative investment solutions that help you take the uncertainty out of tomorrow.  As a Certified Financial PlannerTM and Money Handling Skills TrainingTM Professional Instructor,  I am committed to motivating and inspiring you to transform your life.  Together we can create a plan that will change your relationship with money and create a new financial reality.        Lynn Torre CFP®   

 
Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Lifetime Earnings

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

Impact of Inflation

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

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

More Newsletters →