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.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
There are ways to improve your physical fitness without denting your fiscal fitness.
To choose a plan, it’s important to ask yourself four key questions.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Taking your Social Security benefits at the right time may help maximize your benefit.
The decision whether to buy or rent a home may have long-term implications.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Pundits say a lot of things about the markets. Let's see if you can keep up.
All about how missing the best market days (or the worst!) might affect your portfolio.