HerbFulton - Retirement & Financial Planning

Trust is the Foundation of how we do Business

Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. 


I 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. HerbFulton 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 importantly, I hope you see the value of working with HerbFulton to pursue your financial goals. I'm here to help educate you about the basic concepts of financial planning, to help you learn more about who I am, and to give you fast, easy access to market performance and data. I hope you take advantage of this resource and visit often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update information, and wouldn't want you to miss any developments in the area of personal finance.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

The World Is Your Oyster

If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.

Inflation Could Make a Comeback

Inflation took a big jump in November, the largest monthly increase in two years. But it’s unusual for inflation to flare during an economic slowdown, and this odd pairing puts the Federal Reserve in a tough spot.

Define Your Own Benefits

Everyone wants to be a happy retiree someday, but there's a big problem.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

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