CERTIFIED FINANCIAL PLANNER™ Professionals
"Helping to Build, Manage and Preserve Your Financial Future!"
Akron (330) 630-0088
Toll Free: (800) 235-1008
"Helping to Build, Manage and Preserve Your Financial Future!"
Akron (330) 630-0088
Toll Free: (800) 235-1008
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
This calculator is designed to help you attach a dollar figure to your life’s work.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.