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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Your credit score may influence how much you pay for auto and home insurance.
Here are 5 reason why you may consider working through retirement.
Do you have an estate strategy? You should.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Military families face unique challenges, making personal finance even more critical.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
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.
Here are five facts about Social Security that might surprise you.
Making the most of surprises is a great reason to work with us.
Here’s a quick guide to checking to see if you have unclaimed money.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Smart investors take the time to separate emotion from fact.