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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How long does a $20 bill last?
Here are some simple and inexpensive energy-saving tips that may help you save money.
How to help determine life insurance needs to provide for your family after you pass away.
Understanding how capital gains are taxed may help you refine your investment strategies.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
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.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If you died, what would happen to your email archives, social profiles and online accounts?