INVESTMENT DRIVEN - Invest Today, so YOU can Retire Tomorrow! It's never to early to start saving for Retirement.
RETIREMENT FOCUSED - Do you want to retire early? Call or stop by our office to set up an appointment.
LIFE INSURANCE AGENTS - PAC Financial is a father and son team, that will put your family's needs FIRST. Being Independent agents allows us to find the BEST policy possible for your specific needs.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Life insurance proceeds are generally tax-free. But not in all cases.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Learn more about women taking control of their finances with this infographic.
Building wealth requires protection from the forces of wealth destruction.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If you died, what would happen to your email archives, social profiles and online accounts?
Bucket lists don’t have to be for tomorrow.
What does your home really cost?
Learn how to harness the power of compound interest for your investments.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The decision whether to buy or rent a home may have long-term implications.