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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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.
Do you have an estate strategy? You should.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
It's important to make sure your retirement strategy anticipates health-care expenses.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Ascertaining the value of your business is important for a variety of reasons.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
When markets shift, experienced investors stick to their strategy.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.
Peer-to-peer payment apps are one of the newest ways to send money.
A bucket plan can help you be better prepared for a comfortable retirement.