CERTIFIED FINANCIAL PLANNER™ Professionals
Akron (330) 630-0088
Toll Free: (800)235-1008
Newsletters
-
Consider a Customized Disability Policy
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
-
Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
-
HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Lease Payment
How much would your monthly lease payment be?