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
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Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.