William B. Montanary, CFP Our services cover a broad range of financial management, from investment and retirement planning to risk management and estate conservation.

770 Golden Gate Avenue
San Francisco, CA 94102
Phone: 415-359-2976
FAX: 415-775-5340
Email:
wmontanary@hotmail.com

Welcome to our web site -- an information resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed.

 

There is also a research library and a collection of newsletter articles on a wide range of financial topics. Check back often, because we're constantly adding new material.

 

We created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth management. 

 

If you have a specific question or want more information, click on "Contact Us" above, drop us an e-mail message at wmontanary@hotmail, or call us at 415-359-2976. We're ready to help.

CalculatorsNewsletters
 

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

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators>>>

 

Conserve Your Estate
Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

Weather: It Matters
Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity.

Check the Volume
6.5 billion shares of stock changing hands in a single day sounds like a lot - but is it? How would you know? Why would anyone care?

Sorting Long-Term-Care Myth from Fact
What you think you know about long-term care might actually be based on myths and half-truths that could lead you to make poor decisions about the type of care that you may need.

More Newsletters>>>

Market Watch
  July 23, 2008 @ 05:05 PM

Dow Jones Industrials 11,632.38 + 29.88
Nasdaq Composite 2,325.88 + 21.92
S&P 500 1,282.18 + 5.18
S&P Mid-Cap 400 816.89 + 0.73
S&P Small-Cap 600 376.47 + 1.90
Russell 2000 719.19 + 2.37


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  Articles
Educate yourself on a variety of
financial topics.
Calculators
A host of financial tools to assist
you.
Newsletters
Timely Newsletters to help you
stay current.
E-Seminars
Animated presentations to help you learn and decide.
Glossary
Financial terms from A to Z.