• +1 (610) 637-4734
  • cfgins@rcn.com
  • Mon-Fri 9a-6p EDT
Verona
  • Home
  • About
  • News
  • Contact
  • Get a Quote

News

Private Mortgage Insurance

  • Print
  • Email
Insurance


If you purchased your home paying less than 20% down, chances are you had to purchase “mortgage insurance” in order to qualify for your loan. A mortgage insurance policy protects the bank in the event they are forced to repossess your house and sell it at a loss. As with most other types of insurance, you pay a monthly premium on top of your monthly mortgage payment for this policy. A mortgage insurance policy provides the means for purchasing a house you may otherwise be unable to afford, due to a limited down payment.

Read more ...

Life After Debt

  • Print
  • Email
Consumer Finance

If you find yourself in trouble financially, there are usually no easy answers -- but there are many ways out for those willing to commit to changing their financial habits.

Your ability to pay your bills can be affected by situations beyond your control such as serious illness, divorce or the sudden loss of a job. Poor financial management can also threaten your economic security. You may be able to juggle your creditors for a time, but eventually you may come to realize you need help in resolving your financial problems.

Read more ...

Keeping Your Plan In Balance

  • Print
  • Email
Investments

No matter what type of investor you are, it is important to keep your plan on track. Revisit your asset allocation periodically (every year or two, depending on market conditions) and see whether it needs adjustment. You should also periodically re-examine your risk tolerance and investment profile, especially as you get closer to your goal. You may discover you need to tweak your portfolio’s risk exposure over time.

Read more ...

Determining Your Life Insurance Coverage Needs

  • Print
  • Email
Insurance

Like auto insurance coverage, it is sometimes difficult to see the true value of life insurance coverage until you actually need it. In the meantime, the only way you will feel comfortable with your life insurance policy is if you understand, and agree with, the reasons you bought it in the first place.

There are many reasons for an individual to own life insurance coverage. Perhaps the most compelling reason is to purchase a death benefit which will provide for the financial needs of their survivors.

Read more ...

Traditional and Roth IRAs - Which Is Right For You?

  • Print
  • Email
Retirement

There is a wide variety of tax-advantaged ways for individuals to save for retirement. Because of their income tax benefits and because IRAs are so easily established, they have become one of the most often used retirement savings vehicles available today. Recent tax laws, however, have created three very unique types of IRAs the Traditional IRA, the Non-Deductible IRA and the newer Roth IRA.

Read more ...

Taxation On The Sale Of A Home

  • Print
  • Email
Tax

For most of us, our home represents our largest asset. Over time, the management of this asset can make a big difference in our overall financial outlook. One of the largest planning opportunities home ownership brings is the favorable tax treatment afforded the sale of a primary residence.

Read more ...

Tax Aspects Of Working At Home

  • Print
  • Email
Tax

How much of their home office expenses can be deducted is one of the most misjudged tax questions faced by home workers. The reality of home office expense deductibility is much more complex than the common perception.

Read more ...

Your Personal Financial Statements

  • Print
  • Email
Finances

Personal financial statements are the roadmap that guides us from where we are today, to where we want to be tomorrow. They also provide fixed points of reference from which we can measure our progress over time.

Personal Financial Statements

There are two basic personal financial statements that everyone should prepare, or have a financial advisor prepare, at least once each year; the cash flow statement and the balance sheet.

Read more ...

Page 5 of 7

  • Start
  • «
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • »
  • End

More News

  • Insurance

  • Business

  • College

  • Consumer Finance

  • Estate Planning

  • Finances

  • Investments

  • Retirement

  • Tax

Our Founder

Knowing what's happening is Good. Making it happen is Better.

Our Founder
Stan Fidrych Jr CSA

Managing Member
Contact Us

Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.

Mortgage Payment Calculator FREE



Mortgage Payment Calculator FREE

$
$
%
year
%

$ monthly
$ monthly
$ year
%
$ year
$ year

Overview

Principal
Interest
Total

Principal
Interest
Maintenance
Property taxes
Insurance
Rental income

Our Company

Our Agency is composed of insurance professionals who offer high quality insurance products and retirement planning services to meet your goals and budget. We'll help you understand every step in the process..

Social

© 2025 The Complete Financial Group LLC. All Rights Reserved.
Designed and Powered by: Agent Quote Inc

This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

  • Home
  • About
  • News
  • Contact
  • Get a Quote
  • Login