Welcome to The Ibach Team!
Thank you for visiting our site.
James S. Ibach, MBA, CFP®, ChFC®, AEP®
Maryanne T. Ibach, RN, CFP®, ChFC®, CLTC®
James R. Ibach, CFP®, ChFC®, CLU®
.jpg)
Newsletters
-
Financial Tools That Can Help Americans with Disabilities
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
-
Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
-
Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.