Cypress Wealth Advisers

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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.
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.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Lease Payment

How much would your monthly lease payment be?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.