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.

Cost of Retirement

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

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.

IRA Eligibility

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

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

HOT TOPIC: Jobs Are Back, But Is It Too Soon to Celebrate?

Understanding the current jobs situation and how it may affect the economy in the coming months.

Know Your Rights, But File with Care

It’s important to note that the “kinder, gentler” IRS remains vigilant in auditing returns for accuracy.

Experience U.S. National Parks by Volunteering

This article explores ways to enjoy a relatively inexpensive outdoor vacation.

HOT TOPIC: Will College Pay Off? Big Bills Call for Smart Choices

A Federal Reserve analysis found investing in a college degree earned an average annual return of about 15% over the last decade.

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