Bringing the financial pieces of your life together.™

Welcome to Mindful Financials, LLC, specializing in bringing the financial pieces of your life together.
As personal financial professionals, Tricia Metcalf can:
- Help you clarify and define your goals
- Recommend strategies that fit your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investing less complicated
Our website is an information resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics. You can even request a quote for an insurance or investment product. And check back often, because we're constantly adding new material. If you have a specific question or want more information, click on Contact Us, drop us an e-mail message to Tricia Metcalf at TMetcalf@MindfulFinancials.com, or call us at 413-572-0944 or 800-498-6144. We're ready to help.
Newsletters
-
Naming a Trusted Contact
It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
-
On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
-
Virtual Health Care Is Here to Stay
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
-
Business Owners: Should You Organize as an LLC?
Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?