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
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.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
Will you be able to afford nursing home care?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.