Cypress Wealth Advisers

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
LTCI Cost of Waiting

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

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.