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

News

What Is A Qualified Annuity

  • Print
  • Email
Investments

Many employers allow their employees to contribute to an annuity program. This becomes an investment option in a salary reduction retirement plan. Under this plan your current taxable salary is reduced and in addition it accumulates tax-deferred earnings. Some companies have added annuities to their retirement list. If you work for a non-profit organization you'll probably be able to choose either a fixed or variable annuity or both. If you have a small business, or work for yourself, you can invest in a qualified annuity by setting up a Simplified Employee Pension (SEP) or a Keogh. Many financial plans are available that you can adopt or you can use a specialist to create a plan for you.

Read more ...

Mortgage Basics

  • Print
  • Email
Consumer Finance

Many home buyers search for a home they want, then apply for a mortgage and hope for the best. A better approach is to find out how much mortgage you can qualify for, then look at homes that you know are within your price range.

You will probably save time, aggravation and money by having your lender tell you the size of mortgage you qualify for and the likelihood that you will be approved. Pre-qualification may also give you added bargaining power with the seller if he knows there will be no delays in closing the deal.

Read more ...

Choosing A Business Continuation Plan

  • Print
  • Email
Business

The death of a major shareholder in a closely-held corporation can seriously interrupt continuity and profitability of the business. Surviving shareholders must struggle with how to continue the company as a profitable business with the loss of a key player. Heirs must concern themselves with how to replace the income that the shareholder had earned and how to extract their inherited portion of the company value.

Read more ...

What Is Permanent Life Insurance

  • Print
  • Email
Insurance

Once you have determined that you need life insurance, and calculated how much coverage you require, you will have to choose between several types of life insurance. There are two very different types of life insurance contracts -- term and permanent.

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 ...

Selling Your Home

  • Print
  • Email
Finances

Once you have decided to try to sell your home, the next big decision you will face is whether you want to sell it yourself of go through a real estate broker. The broker usually charges 5% to 7% of the selling price for her services. However, realtors know the local market, can help you determine a reasonable selling price, and save you a lot of the hassle involved if you sell it yourself.

Read more ...

Calculating Social Security

  • Print
  • Email
Retirement

Social Security was originally introduced in 1935 in the aftermath of the Great Depression. It was intended to provide a safety net of income to retired and disabled workers and their families. Social Security is a mandatory plan, requiring most wage earners to contribute a percentage of their yearly income to support the program. In return, they, their spouses and sometimes their dependents are eligible for retirement, disability and survivorship benefits.

Read more ...

Charitable Remainder Trusts

  • Print
  • Email
Estate Planning

A Charitable Remainder Trust normally is used as a strategy for converting highly appreciated assets into income producing assets, without income tax liability. The Charitable Remainder Trust is an irrevocable trust with both charitable and non-charitable beneficiaries.

Read more ...

Page 2 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

© 2026 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