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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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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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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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.