CERTIFIED FINANCIAL PLANNER™ Professionals
Akron (330) 630-0088
Toll Free: (800)235-1008
Newsletters
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New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
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Calculating Key Financial Ratios
The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.
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Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
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Rain, Sleet, Snow — and Lawsuits?
Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?