If what you think to be true turns out not to be, when do you want to know?
Our life's financial highway is filled with direction and purpose, but also filled with roadblocks, detours, delays, setbacks and other surprises. The financial highway we travel can, however, be navigated through prudent planning for life's uncertainties and contingencies.
Whether it be fulfilling your retirement dreams, saving for college, or securing your future, at Pitchford Financial Group, LLC, we can do more than help. We know that your needs, and the needs of your family or business, are unique. Take the all-important first step for us to sit down and discuss your situation – let's talk about your plans and goals for the future. An initial courtesy consultation will do more than analyze your current situation – it will help us determine how we can best work together to make your dreams and goals a reality.
Newsletters
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SECURE 2.0 Makes It Easier to Give and Receive
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.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Calculators
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.