You "Gotta" Have A Plan!
"Nothing Is More Beneficial To One's Financial Situation than Having A Clear, Accurate Financial Plan In Place. A Plan That Takes You From Where You Presently Are... To Where You Want To Be, When You Want To Be There."
Brent Owens, President of CFD
2704 South Goyer
Kokomo,
IN
46902
Phone:
- 765.453.9600
- Toll Free: 800.745.7776
Fax:
- 765.864.4080
E-mail:
Newsletters
-
Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
-
Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
-
Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
-
Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.