Today's investment climate offers unprecedented opportunities. At Resource Financial Network, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of their financial goals
2. A well-defined roadmap for achieving those goals
3. Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial mangement, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long term objectives. On our Web site, you will find valuable information for evaluating your current position and progress toward financial goals. We offer educatioal articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You will also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.
For help with your financial management, or for more information on Resource Financial Network, please contact us today.
Our Mission Statement
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To assist our clients in seeking timely and effective solutions for their financial needs, with knowledge, wisdom and integrity.
Newsletters
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
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Much Ado About RMDs
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.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.