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...
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
How Long Will Your Funds Last?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.