Longboat Key Financial Group

Craig D. Meldahl
President and Founder

I personally welcome you 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.
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Car Affordability

How much can you afford to pay for a car?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Estate Taxes

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

More Calculators →

Newsletters

An ILIT Might Fit

If you are concerned about estate taxes, an ILIT might be the way to go.

How Much Is Enough?

When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

More Newsletters →