John J. Sulick, Investment Advisor Representative at PFG Financial Management
"Excellence In Financial Strategies"
Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional like me to pursue your financial goals.
I am here to help educate you about the basic concepts of financial management; to help you learn more about who I and my firm are; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit my site often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update information, and wouldn’t want you to miss any developments in the area of personal finance.
You can check out my background on FINRA's BrokerCheck: http://brokercheck.finra.org/
Newsletters
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
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Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
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The Corporate World Is All-In on AI
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.