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
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much do you need to save each year to meet your long-term financial goals?