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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Probate can be a completely public process, or it can be managed to include as little information as possible.
How long does a $20 bill last?
Apps that help small business owners better manage and grow their business.
A quick look at how federal income taxes work.
At what point can you call a personal vehicle commercial?
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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
Around the country, attitudes about retirement are shifting.
What is your plan for health care during retirement?
Women must be ready to spend, on average, more years in retirement than men.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are five facts about Social Security that might surprise you.