National Planning Co

      

Welcome to J. M. Forney & Associates,  a full-service company specializing in retirement planning and estate conservation.

 

 As personal financial professionals, we can:

 

  • Help you clarify and define your goals
  • Recommend solutions that are designed to fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Help make investment planning easier

     

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. If you have any questions, please call us at (800) 665-7999 or e-mail us at the "contact us" link.  We will be happy to help.

We look forward to talking with you.

 

 

              

 
 
 
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Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

More Newsletters →