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How Do I Save For College?

When Can I Retire?

Understand the Financial Planning Process

Calculators

You can review interesting calculators on my site.

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Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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. 

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Describes how Roth accounts can generate tax-free retirement income.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

How much Disability Income Insurance do you need?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck