Divider

Robert L. Chess CFP, CFS, RFP
bob@estatesolutionplanners.com

Jonathan Beaton, RICP              jon@estatesolutionplanners.com   

Kathy L Kehl
kathy@estatesolutionplanners.com

Sandra "Sam" Jordan
sam@estatesolutionplanners.com

(814) 864-0984 / (888) 686-0984

Share |
 

Related Content

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.