PROFESSIONAL FINANCIAL CONSULTANTS, LLC

CONNECT

Address:

1289 Route 9, Suite 3
Wappingers Falls, NY 12590

Phone:

914-455-2200

Fax/Other:

914-455-2201

Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

  • Avoiding Probate

    The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

  • Gifting Strategies

    Compare the advantages and disadvantages of different gifting strategies available for planned giving.

Retirement

  • How Much Do I Need to Save?

    Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.

Tax Planning

  • Retirement Plan Limits

    IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

  • Tax-Free Investments

    It’s important to understand tax-exempt vehicles when establishing a comprehensive tax planning strategy.

Investing

  • Growth Stocks vs. Value Stocks

    The labels “growth” and “value” reflect different approaches that can be used when making investment decisions.

  • Asset Classes

    There are five broad asset classes that you should take into consideration when constructing your investment portfolio.

  • College Savings Plans

    There are several funding methods for a child's college education including mutual funds and Section 529 plans.

Cash Management

  • Cash Management Tools

    Short-term cash management instruments can help you establish a sound cash management program.

Risk Management

  • Why Purchase Life Insurance

    If you have a family who relies on your income, it is important to have life insurance protection.

  • Insuring Your Future

    To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck