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
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the future value of your current savings.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.