See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021's price increases will last. If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation. This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact.
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it. How much life insurance would you need to produce a sufficient income stream for your family? Estimate the future cost of an item based on today's prices and the rate of inflation you expect.
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it. How much life insurance would you need to produce a sufficient income stream for your family? Estimate the future cost of an item based on today's prices and the rate of inflation you expect.
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Setting short-term, mid-term and long-term financial goals is an important step toward becoming financially secure. Your goals are the foundation of your financial plan because you need to know what you want to accomplish before you can begin saving or investing. The data-gathering process is designed to obtain all the essential background information about the client that will be needed to prepare a complete financial plan.
At Focused Financial Planning our mission is to - "Help our clients Imagine, Plan and Achieve financial security so they can FOCUS on what really matters!" Financial planning should NOT be complicated. We are here to work with you to simplify the process and feel confident in the end results. Our experience, detail-oriented approach and FOCUS on personal service means you're going to love working with us! Let's get started!
Mike and his support network provide wide ranging services including Estate Planning, Retirement Strategies, Insurance and Investment Reviews and specialized services for Business Owners and Professionals. AIF(R) (Accredited Investment Fiduciary(R)) is an educational designation only, obtained by the holder by completing the requisite coursework.
For individuals and families, we understand that it's important to protect what you have. Equally important, we know that each client is working hard to create a better standard of living for yourself, your family and future. We help you consider your wealth in the context of your life to align your interests to your goals.
For a lot of business owners, the majority of their wealth can be tied up in the assets of their business. Are you depending on your business for your retirement income? Have you determined how you will exit your business? Do you know the value of your business and what you can reasonably expect to receive if you sell it?
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