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Mystic Asset Management, Inc.

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.

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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Explains how future tax rules may impact deductibility of charitable donations.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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

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

Determine whether you should consider refinancing your mortgage.

How much will it cost to pay off a loan over its lifetime?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck