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
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Is Your Business Eligible for the Research and Development Tax Credit?
U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.
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If You Don’t Have a Will, You Probably Should
Do you have a will? If not, this article offers three key reasons why you should.
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Do You Have a Tax-Smart Withdrawal Strategy?
Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.