Your Retirement and Special Needs Financial Planning Firm
Welcome to Comprehensive Financial Planning Group, LLC!
Our firm of skilled professionals will help you discover the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Here you will find resources to help you gain a better understanding of the financial concepts behind special needs planning, insurance, investing, retirement, estate planning, and wealth preservation.
Contact us today to help you pursue your financial goals!
Newsletters
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.