Cetera Financial Specialists LLC

Your trust and care is our top priority

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.
Newsletters

SECURE 2.0: Big Impact for Small Businesses

This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.

On the Move Again: International Travel Tips

Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.

All Eyes on the Earnings Picture

Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.

HOT TOPIC: Can Consumers Keep Carrying the Economy?

Consumer spending has bolstered the economy amid inflation, higher interest rates, and a cooling job market. This article looks at what may be driving spending and what might derail its momentum.

More Newsletters →

Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →