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"Helping to Build, Manage and Preserve Your Financial Future!"
Akron (330) 630-0088
Toll Free: (800) 235-1008
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future value of your current savings.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.