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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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.