Independent Capital Management is a financial services company that offers clients independent financial advice with a personal touch. Real Advice from Real People. TM ICM Camarillo Office Financial Advisors: Click on their name to go to their page. Susan Green CFP® - Branch Manager
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Newsletters
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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
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Calculating Key Financial Ratios
The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?