Lee W. Framer, J.D. Investor Advisor Representative
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 Website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with a skilled professional to pursue your financial goals.
I am here to help educate you about the basic concepts of wealth 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.
Neither NEXT Financial Group, Inc., nor its representatives offer legal advice. Please consult your legal professional before taking any action.
Newsletters
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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The Employment Situation: A Closely Watched Report
Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.