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
-
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.
-
On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
-
HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
-
Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?