CERTIFIED FINANCIAL PLANNER™ Professionals
Akron (330) 630-0088
Toll Free: (800)235-1008
Newsletters
-
Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
-
Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
-
Life Insurance with Long-Term Care Benefits
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
-
Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Lease Payment
How much would your monthly lease payment be?
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.