At ACT Financial Services, we understand that everyone, young and old, face many important decisions that can affect their long-term financial success. We consider it an honor and a privilege to help our clients work towards a more secure future. Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for, meet, and exceed their financial goals.
How We Assist You with Financial Decisions
Randy Cowell decided to go to Africa to climb Mt. Kilimanjaro. Spoiler: HE LIVED! Listen & watch his first account of the adventure.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Here are six flags that may make your tax return prime for an IRS audit.
The federal government requires deceased individuals to file a final income tax return.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a few things to consider when buying or leasing your next vehicle.
That big list of dreams and goals isn't the only way to look at your bucket list.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.