The Fed and How It Got That Way Bursting the Bubble Inflation and Your Portfolio The Real Cost of a Vacation Home

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.

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A Primer on Dividends

A Primer on Dividends

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The Power of Compound Interest

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Learn how to harness the power of compound interest for your investments.


How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Rightsizing for Retirement

What does your home really cost?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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