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How Do I Save For College?

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When Can I Retire?

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Understand the Financial Planning Process

Calculators

You can review interesting calculators on my site.

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Contact Us

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Videos

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We are guided by Certified Financial Planner®, Howard Kibrick, who is passionate about building long lasting relationships while guiding our clients to their goals. We manage our client assets, dreams and aspirations while keeping in mind your unique beliefs of financial matters.

We will take a comprehensive and compassionate approach with you, listening to what you hope to accomplish while understanding your personal vision. Listening to you is what we do best, which allows us to know who you are as a person. With the use of our multi-disciplinary talents, we will build a legacy that can last generations to come.

Newsletters

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Disability Income Insurance

How much Disability Income Insurance do you need?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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