Mosaic Wealth Management, LLC

Theodore J. Vogt, Managing Director, CIO and Carol A. Dehen, Managing Director

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, research reports and fast, easy access to market performance data.  In addition, you will find information about us and our firm as well as a link to view your accounts on-line via our AccountView system.

Our goal is to continually update you about the markets, the economy and what is new in the world of portfolio management.   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 wouldn’t want you to miss any developments in the area of personal finance.

If you are already a client, thank you for your friendship and your business.  If you are considering our firm to assist you with your financial needs, please do not hesitate to contact us directly by phone or email as listed here on our website.  We are happy to speak with you, at no charge, to see how we might be of assistance in meeting your personal financial goals.

LTCI Cost of Waiting

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

Lease Payment

How much would your monthly lease payment be?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

HOT TOPIC: Shoppers Still Waiting for Security Fix

Current trends in debit- and credit-card fraud and how shoppers can help protect their personal information and financial accounts.

Who Controls the Cash?

Results of a recent survey on couples and money management, plus suggestions for forging a stronger financial partnership.

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

More Newsletters →