Michael P. Fornal, CRPC®, AIF®
Financial Advisor
Clients choose to work with Mike because he is dedicated to building significant relationships to help his clients achieve their goals and objectives. What this means is that Mike takes the time to get to know each of his clients and gain a full understanding of where they are today and where they want to be in the future. He then focuses on creating and executing personalized financial strategies to meet their objectives. The real benefit is the confidence and comfort his clients feel knowing they have a plan in place and an advisor who views their goals as a priority.
Newsletters
-
Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
-
Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
-
Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
-
SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?