Carillon Group

Serving St. Louis Since 1933

Since 1933, CARILLON GROUP, INC. has been helping individuals and businesses in St. Louis meet their financial goals. This professional knowledge and expertise, combined with our commitment to personal service, is what allows us to help our clients keep pace with their ever-changing financial needs.

In today's market there are literally hundreds of financial products from dozens of providers, including insurance, investments, trusts, retirement plans and more. As an independent financial services company, CARILLON GROUP, INC. can draw from a variety of companies. Our professionals work closely with you to help define your short- and long-term financial goals, compare those goals to the products and services available in the marketplace, and develop a financial strategy that is right for you.

Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

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

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Newsletters

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

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