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
This article looks at some of the demographic trends and economic challenges related to global aging.
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
Recent action by the Federal Trade Commission highlights the potential for abuse by online data brokers. This article offers some tips that might help consumers keep their private data private.
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
How much do you need to save each year to meet your long-term financial goals?
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much life insurance would you need to produce a sufficient income stream for your family?
How much can you afford to pay for a car?