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

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

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Market Watch

March 10, 2010 @ 12:23 PM

Nasdaq Composite 2,353.05+ 12.37
S&P 500 1,141.14+ 0.70

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