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®
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Newsletters
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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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.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.