Volz Cpa Inc.

A Trusted Advisor Who Listens

Welcome 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 taxes, 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 fundamentals 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.

 

*Jim Volz is a Registered Representative and Investment Advisor Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 4600 McAuley Place, Suite 120, Cincinnati, Ohio 45242 (513) 771-3500

Accounting services and tax advice are offered independently of Equity Services, Inc. Volz CPA, Inc. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.  
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Car Affordability

How much can you afford to pay for a car?

Risk Tolerance

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

IRA Eligibility

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

More Calculators →

Newsletters

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

More Newsletters →