EPFG
Robert W. Fink III, CFP®

Financial Planner
Financial Services Representative


Welcome!

What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider “financial planning” to be more than spreadsheets and time tables.

As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom.

I will work with you to help you determine what’s important to you in your life. Together, we’ll create a road map to take you where you want to be. You can count on me to be your guide and most trusted advisor.

I am licensed and registered to offer products and services in [PA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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