"Most people don't plan to fail,
they fail to plan."
- John J. Beckley
Ethos Financial was founded on the principles of honesty and integrity. When it comes to financial planning, there is no one size fits all plan.
At Ethos, our focus is you.
Our financial planning process for individuals and businesses is based on your needs and goals, short-term and long-term. When you come to Ethos, you are working with someone that cares about you and your future.
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This calculator is designed to help you attach a dollar figure to your life’s work.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
