Plan with a Purpose
Starting with your vision, and your goals, your financial strategy should reflect everything important to you.
Starting with your vision, and your goals, your financial strategy should reflect everything important to you.
Three in five small businesses (with fewer than 300 employees) don't have a business succession plan in place. (https://www.nationwide.com/personal/about-us/newsroom/press-release?title=020717-nw-business-succession)
Michael Lopata and his team provide personalized, objective and comprehensive financial advice to business owners, professionals and families. We present alternative solutions in a clear and understandable way so our clients can make informed choices.
We have developed a finely tuned process that will lead you through the six stages of financial planning. This detailed and comprehensive process has received national recognition from the Financial Planning Association (FPA®).The following section details our process.
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.
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.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This calculator can help you determine how soon you can pay off your mortgage.
How Long Will Your Funds Last?
How much will it cost to pay off a loan over its lifetime?