Welcome to Cyntax
Welcome to our website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We have included links to specific sites to help you track your income tax refunds, and access IRS forms and publications. We have many of the most common forms listed in our Tax Library for immediate printing. Our Info Packet is ready for you to download to help you gather information needed for your tax return. The link at the bottom of this page will let you print a copy.
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 website to help you gain a better understanding of the financial concepts behind tax planning, 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 and income tax.
To check the status of your income tax refunds follow the links below:
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
For many, retirement includes contributing their time and talents to an organization in need.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Five phases to changing unhealthy behaviors.
An inside look at how marginal income tax brackets work.
The tax rules that govern donating art are complex and confusing. Take a closer look.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.