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Pete Connolly
CA. #OD19196
Federal Focused Retirement Advisor
Pete@TheConnollyRetirementGroup.com
Phone: 702-462-9696
Phone: 808-799-0007
Fax: 888-567-9588
|
Pete Connolly
CA. #OD19196
Federal Focused Retirement Advisor
Pete@TheConnollyRetirementGroup.com
Phone: 702-462-9696
Phone: 808-799-0007
Fax: 888-567-9588
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Determine whether you should consider refinancing your mortgage.
How Long Will Your Funds Last?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.