Professional advice, tailored for you.
Welcome to The Financial Resource Group, providing the Resources You need when you need them...
Welcome to The Financial Resource Group, providing the Resources You need when you need them...
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the future value of your current savings.
How much life insurance would you need to produce a sufficient income stream for your family?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.