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PlanAhead Financial Services

Offices throughout New York, New Jersey, and Florida


Phone:

(800) 601-6715

Fax:

972-380-0097

E-mail:

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Flipbooks

You can review interesting Flipbooks on my site.

Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting calculators on my site.

Flipbooks 2

You can review interesting Flipbooks on my site.

Contact Us 2

Please feel free to contact us with any questions.

Calculators 2

You can review interesting calculators on my site. 

Flipbooks 3

You can review interesting Flipbooks on my site.

Contact Us 3

Please feel free to contact us with any questions.

Calculators 3

You can review interesting calculators on my site.

Neil H. Resnik, LUTCF

Welcome to our web site!

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

That’s where PlanAhead Financial Services can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.

PlanAhead Financial Services is a comprehensive financial planning firm that employs only CPAs and Certified Financial Planners(tm) and prides itself on unparalleled service and performance. We serve individuals, families, and businesses in diversified areas of financial planning. We specialize in financial concepts behind services we offer and our services are always tailored to your unique needs.

Our consistent track record of uncompromising ethics instills confidence and trust. We use cutting edge technologies to ensure up to the minute information from the financial world. This allows us to respond quickly, and give you the most relevant information and perspective. Our clients ALWAYS come first!

Please call or email us to set up a complimentary confidential initial consultation.

          

 

Describes financial burdens associated with end-of-life care and funerals.

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Compares tax treatment of Traditional vs Roth plan contributions.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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

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

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck