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Scrimenti Financial Services, LLC

PO Box 8030
Salem, OR 97303

Phone:

503-201-6093

E-mail:

jscrimenti@innovationpartnersllc.com

Complimentary Financial Review

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Calculators

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Welcome to Scrimenti Financial Services

Today's investment climate offers unprecedented opportunities. At Scrimenti Financial Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

A clear understanding of their financial goals
A well-defined roadmap for achieving those goals
A “one on one” custom designed plan
Ongoing advice to help adjust their roadmap when their needs change

Here you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

Newsletters

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Calculators

Estate Taxes

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Taxable Equivalent Yield

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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