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.
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.
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.
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)
In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.