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Ready for Retirement? Estate Management 101 The Cycle of Investing

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. 

Helpful Content

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

 

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

The History of Retirement

Do you know where the idea of “retirement” comes from?

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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