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 sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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.
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.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Compare the potential future value of tax-deferred investments to that of taxable investments.