CERTIFIED FINANCIAL PLANNER™ Professionals
Akron (330) 630-0088
Toll Free: (800)235-1008
Newsletters
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Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.
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HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic
A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?