CERTIFIED FINANCIAL PLANNERâ„¢ 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
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Determine whether you should consider refinancing your mortgage.
Will you be able to afford nursing home care?
Estimate the future value of your current savings.