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
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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 calculator is designed to help you attach a dollar figure to your life’s work.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Compare the potential future value of tax-deferred investments to that of taxable investments.