Since 1981, Professional Analysts has been dedicated to helping you achieve financial success. We combine both financial planning and asset management experience with the most sophisticated software available to ensure your financial future is secure and your goals are realized. With Professional Analysts at your side, you will be able to avoid costly mistakes, maximize your financial opportunities, and spend more of your time with family and friends doing the things you want to. Our website address www.proanalysts.com.
Newsletters
-
Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
-
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
-
Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
-
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.