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: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Lease Payment
How much would your monthly lease payment be?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.