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
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
This calculator is designed to help you attach a dollar figure to your life’s work.
Use this calculator to determine whether you qualify for the different types of IRAs.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.