A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.- Alexa Von Tobel
Welcome to Sam Millsapps' Website
Here 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.
Newsletters
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Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.

