Interamerica Financial Center

Frederick Halperin - Life Advisor

Welcome to our site which was created for you, our clients and friends, to explore the many resources we have brought together. By using the various links, you can see how the DOW or NASDAQ performed today or research many of the funds. You can use one of many financial planning calculators as well as access tax information. If you have any questions, please feel free to e-mail them to our office. We will respond as quickly as possible. We encourage you to please come back often and visit as there will always be something new for you to explore. Enjoy your visit!

 

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Savings Accumulation

Estimate the future value of your current savings.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Federal Income Tax

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

HOT TOPIC: Automating the American Workforce

What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.

HOT TOPIC: Robos Have Arrived, But Life Often Calls for a Human Touch

Understanding what robo advisors do, how they do it, and their limitations versus what a human advisor can offer.

Following the Federal Reserve

The regulatory and supervisory responsibilities of the Federal Reserve, including emergency lending, stress tests, and capital controls.

Making Sense of Beneficiary Designations

How beneficiary designations, per stirpes and per capita, could affect the division of assets to children and grandchildren.

More Newsletters →

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq Composite 6,297.48 + 1.36

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