Strategic Thinking for Your Financial Future Since 1946
Your Goals for the Future. Five simple words. Where you are now versus where you want to be tomorrow. But, how do you get there? Better yet, how do you stay on track when life throws an obstacle into your path? Not so simple after all.
For three generations, the financial professionals of Passmore Planning Professionals have concerned themselves with just that: Accomplishing and Protecting Your Goals. From planning an initial path to success, to adapting during difficult times, and for every step in between until You accomplish Your Goals, we're here to help.
Because, quite simply, helping you to accomplish and protect Your Goals is Our Goal.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
There are common mistakes you can avoid when saving for retirement.
There are ways to improve your physical fitness without denting your fiscal fitness.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Understanding the cycle of investing may help you avoid easy pitfalls.
Smart investors take the time to separate emotion from fact.
Why are 401(k) plans, annuities, and IRAs so popular?
Recent changes in estate tax laws could affect the strategy you have in place.
You’ve made investments your whole life. Work with us to help make the most of them.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.