FINANCIAL PLANNING UNLIMITED, INC.

The FPU Staff: Nancy, Jeff, Betty & Norm

Welcome!

If you are looking for a team of professionals that will provide Money Management, ongoing reviews of your Net Worth, Cash Flow, Tax Projections and your Capital Requirement for Retirement...

If you need answers to your questions on Real Estate Planning, Tax Planning, Paying off your mortgage, Refinancing your home or Buying or Leasing a car...

If you need to review your Life Insurance, Medical Coverage or Disability Issues...

Then take advantage of our Unlimited Access for your questions and concerns.

Look through our website for helpful information and click above on "Contact Us" to send us an email, or just give us a call.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Inflation Could Make a Comeback

Inflation took a big jump in November, the largest monthly increase in two years. But it’s unusual for inflation to flare during an economic slowdown, and this odd pairing puts the Federal Reserve in a tough spot.

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