J.L. Peggs Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.  Our customized programs are designed to help grow, protect, and conserve our clients' wealth by delivering an unprecedented level of personalized service and knowledge, and there are no fees for consultations.

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.  If you have any questions, please call us at (800) 293-6784 or e-mail us at larry@jlpeggs.com. We will be happy to help, and we look forward to talking with you soon.

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Required Minimum Distributions

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lifetime Earnings

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

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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.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

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