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
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Use this calculator to determine whether you qualify for the different types of IRAs.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.