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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Understanding how capital gains are taxed may help you refine your investment strategies.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Tax preparation may be the perfect time to give the household budget a check-up.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The decision whether to buy or rent a home may have long-term implications.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
When do you need a will? The answer is easy: right now.
With alternative investments, it’s critical to sort through the complexity.