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Terrell & Associates, LLC

625 W College St
Lake Charles, LA 70605-1521

Phone:

337-474-4025

Fax:

337-474-2228

E-mail:

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info@terrellandassociates.com

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Financial Calculators

Use our calculators to estimate everything from income taxes to the cost of retirement.

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Confidence For Your Future

Terrell & Associates office building with blue roof

At Terrell and Associates, we pride ourselves on being different, and as an independent financial planning firm,

we work for you, not the institutions. 

Terrell and Associates is a team you can trust! Our firm has been serving the people of Louisiana for more than 40 years. Our team of financial advisors work with you to provide the resources and information to help you reach your goals.

We offer a wide variety of products and services including:

Investment Management, Retirement Planning, Life Insurance, and Tax Strategies.

So, whether you are just starting a family, looking to retire, or wanting to leave a legacy, we are happy serve you.

Call us today to schedule your review!

BBB Accredited Business, Rating A+ as of 01/08/18
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

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

Tax-Deferred Savings

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

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