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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
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How Long Will Your Funds Last?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Determine whether you should consider refinancing your mortgage.