Broker Check
The Wild West of Data Theft Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World

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.

Helpful Content

Disability Income

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Debt Stress

There’s a link between debt and stress.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

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

View all presentations arrow

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Rule of 72

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.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

View all videos arrow