CERTIFIED FINANCIAL PLANNERâ„¢ 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
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much can you afford to pay for a car?
How much do you need to save each year to meet your long-term financial goals?
This calculator can help you determine how soon you can pay off your mortgage.