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1455 East Tropicana Avenue
Suite 275
Las Vegas, NV 89119

Financial Planning & Management Corporation

(702) 798-5544

 
When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market? It May Be Time for a Financial Checkup

Financial Planning Management Corp.

Empowering clients since 1979

  • Your Goals 
  • Your Aspirations 
  • Your Plans

FP & MC provides expert guidance and strategy support custom tailored for a lifetime of financial security. We offer professional investment advisory services to a broad range of clientele that is individually customized to reach and maintain financial objectives.

In today's uncertain economy, unending tax law revisions and abundance of investment opportunities accentuate the necessity to stay knowledgeable and actively involved.

Please contact us at any time for a free consultation at:

(702) 798-5544 or (800) 785-7778


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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

 

Building Your Legacy

A four-step framework for building a personal legacy.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

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.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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