Vernick Financial Planning, Mark Vernick, CFP

"GENERATING WEALTH ACROSS THE GENERATIONS"

 


 Ask us about our fee based asset management program customized for you and your specific goals and needs.


 


 


 


 


Come see our new office in Seminole!
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

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.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

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