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Welcome to Cisick Planning, where we help individuals and businesses achieve their financial goals. With over 30 years of experience, our team provides personalized financial solutions tailored to your unique needs. We help individuals with IRA's, Group Benefits, Personal Insurance, and much more. We offer personal services tailored to your family, or businesses needs. Contact us today to take the first step towards a secure and fulfilling financial future.

Newsletters

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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