Anthony P. Laubach, ChFC

Welcome.

Laubach & Regnell Financial Services, LLC is a comprehensive financial services firm committed to helping our clients reach their financial goals in a manner that allows them to invest with their heart. We provide objective investment advice, financial products and services designed to help meet our clients’ needs, and an unprecedented level of personalized service.

On our website, 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 plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit often, as our content is constantly changing.

For my take on investing, markets, or other random thoughts, see Musings

Not sure if your investments are aligned with your goals and tolerance for risk? Stop by for a cup of coffee and a second opinion.

Should you have any questions or like more information on our firm, please feel free to email us or call us at 301-588-6610. We look forward to hearing from you.

 

 

 

 
Calculators

Roth IRA Conversion

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

Taxable Equivalent Yield

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Leaving Your Job? Put an IRA to Work

The way in which you handle your retirement plan assets when leaving a company is an important decision that could affect your retirement savings considerably.

More Newsletters →