Financial Planning and Private Wealth Management

Welcome to Childs Company. We provide financial planning and wealth management services for business owners, executives , professionals and families.  Among the services we offer are

-Comprehensive financial planning

-Investment management

-Risk management

-Business succession planning

We utlilize an independent, intelligent and highly personal approach to help our clients develop and implement strategies for achieving their financial goals and objectives. Please browse our website, particularly our Learning Center, where we maintain an active database of informative and useful articles and newsletters on a variety of financial planning topics that may interest you.

The investment banking group, led by Jim Childs, has rebranded as CHILDS Advisory Partners. For more information, please visit www.childsadvisorypartners.com.  Childs Company is an independent  company and is not affiliated with CHILDS Advisory Partners.

 

 
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Car Affordability

How much can you afford to pay for a car?

Mortgage Acceleration

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

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