CERTIFIED FINANCIAL PLANNER™ Professionals
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"Helping to Build, Manage and Preserve Your Financial Future!"
Akron (330) 630-0088
Toll Free: (800) 235-1008
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How Long Will It Take to Pay my Balance?
How much will it cost to pay off a loan over its lifetime?