Bosch Financial

Edward J. Bosch Sr. CLU, ChFC, RHU

We work with a team of professionals with backgrounds in finance, insurance, investments and the law.  We embrace a team philosophy when working with clients to ensure a client's financial needs are considered and solid relationships of trust are formed.  Each member of the team is responsible for understanding the client's financial picture and for providing the appropriate resources to meet a wide variety of needs. 

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Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

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Market Watch

September 03, 2010 @ 03:25 PM

Nasdaq Composite 2,228.65+ 28.64
S&P 500 1101+ 10.90

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