Sautter Financial

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Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Why You Might Need Disability Income Insurance

This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.

Closed-End Funds May Offer Higher Income

Discover why closed-end funds may offer potentially higher income streams than traditional mutual funds holding similar securities.

Business or Hobby? It’s All About Taxes

The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.

The Beige Book: A Timely Economic Read

The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.

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