Our Sole Purpose is to Serve
Our goal is to serve each and every client with the personal service they deserve. At Pishny Financial Services, L.C., our clients have access to an experienced team who will always put the needs and objectives of our clients first. We are committed to providing a defined and understandable approach to financial management with access to customized financial strategies and solutions.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Do you know where the idea of “retirement” comes from?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
It's important to understand how inflation is reported and how it can affect investments.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, cracking the code on bonds.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A bucket plan can help you be better prepared for a comfortable retirement.
Here’s a crash course on saving for college.
$1 million in a diversified portfolio could help finance part of your retirement.