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...
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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.
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.
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 Cash Flow Analysis form will help you weigh your income vs. your expenses.
How Long Will Your Funds Last?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.