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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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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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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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.
Calculators
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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.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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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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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.