Fortitude Wealth Planners, LLC

Home

About Us

	Our Firm
	Our Location
	Our Services
	Our Qualifications
	Our Calendar
	Tell A Friend

Learning Center

	Articles
	Calculators
	Newsletters
	E-Seminars
	iMoney
	Glossary
	Tax Library

Market Watch

	Detailed Quote
	Symbol Lookup
	Multi Quote
	Markets at a Glance
	Charting
	Portfolio

About Us

3229 Logan Valley Road
Traverse City, MI 49684

Phone: (231)947-2920
Fax: (231)947-3406

www.fortitudewealthplanners.com
Map and Directions

Securing Your Tomorrow

Welcome to the website for Fortitude Wealth Planners, where you will find an abundance of resources available to you to use and explore. We hope your visit will help you understand the opportunities that are available to you when you take a proactive approach to your personal financial situation.

Use this site as a resource. We have created it just for you. We hope that you are able to gain a better understanding of the basics of insurance, investing, retirement, estate planning and wealth preservation and how it can impact your financial goals.

Please feel free to e-mail a question or comment to our office. We look forward to your suggestions.

Come back to our web page often - we plan to keep it fresh and full of useful tools. Be sure to add our site to your list of "favorites" in your Internet browser. Enjoy your visit!

Learning Center

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.
iMoney

Ideas to help simplify everyday finances.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

More Newsletters →

Market Watch

May 23, 2012 @ 01:37 AM

Dow Jones Industrials	12,502.81	- 1.67
Nasdaq Composite	2,839.08	- 8.13
Nasdaq 100	2,539.20	- 6.23
S&P 500	1,316.63	+ 0.64
S&P Mid-Cap 400	927.48	+ 1.85
10 Year Treasury Note	1.79	+ 0.06

[ Markets | Charts | Quotes | Portfolio ]

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Fortitude Wealth Planners LLC are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through Jonathan Roberts Advisory Group (JRAG). Fortitude Wealth Planners, LLC and JWC/JRAG are unaffiliated entities.