
Our Mission Statement
Serve our clients, with a team approach, using the highest quality products and information to give our clients the best value, while working towards their ultimate financial goals.
Ronald P. Bednarz
William D. Portanova
Dana M. Ward
Candice A. Dolgash
Tina M. Dolgash
Serve our clients, with a team approach, using the highest quality products and information to give our clients the best value, while working towards their ultimate financial goals.
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much do you need to save each year to meet your long-term financial goals?
Determine whether you should consider refinancing your mortgage.
Use this calculator to estimate how much income and savings you may need in retirement.