Quest Financial Services

Your Success Is Our Success

 

 

 "Serving all of Your Financial Needs" 

Welcome to Quest Financial Services          

 Welcome to the Quest Financial Services Website.  We sincerely hope that our website provides you with the resources you need to make your financial life easier and more rewarding.

Please feel free to explore the site.  In addition to a number of pages dedicated to helping you get to know us better, we have provided a wide variety of tools to help you learn more about today’s fast-changing financial environment.

Every month our financial newsletters are read by thousands of people.  Our financial calculators and quote services are offered free of charge to help you assess the best strategies for your financial future.

If our newsletters stimulate any questions, please don’t hesitate to call us for more information. As a full service financial planning firm, we’re here to help.  All of us at Quest Financial Services are looking forward to your call, and we hope you enjoy your visit to our website.

 
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

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