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Mystic Asset Management, Inc.

1287 Post Road


Warwick

,

RI

02888

Phone:

860-495-3300

Fax:

401-421-1451

E-mail:

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 Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial 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.

Offers tips to couples with opposite financial styles for finding balance.

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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.

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Considering some important issues now could provide more options in the event of early retirement.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Determine whether you should consider refinancing your mortgage.

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