CERTIFIED FINANCIAL PLANNER™ Professionals
Akron (330) 630-0088
Toll Free: (800)235-1008
Newsletters
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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.
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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Credit Card Debt
How Long Will It Take to Pay my Balance?