Today's investment and financial climate comes with many challenges as well as opportunities. At The Financial Group, our mission is to help clients navigate the challenges while taking advantage of the opportunities by providing them with three key tools:
1. A clear understanding of their financial objectives
2. A well-defined roadmap for pursuing those objectives
3. Periodic reviews and advice to help adjust their roadmap when their needs change
Our emphasis is on money management and retirement planning, though our services cover many areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in investment planning and in helping our clients develop a cohesive financial plan that fits their unique needs and enables them to work towards both short- and long-term objectives.
On our web site, you'll find valuable information for evaluating your current position and progress toward financial objectives. We offer informational articles that outline financial concepts and highlight strategies designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our web site often, as our content is constantly changing.
For help with your financial management or for more information on The Financial Group, please contact us today.
Newsletters
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.