"Most people don't plan to fail,
they fail to plan."
- John J. Beckley
Ethos Financial was founded on the principles of honesty and integrity. When it comes to financial planning, there is no one size fits all plan.
At Ethos, our focus is you.
Our financial planning process for individuals and businesses is based on your needs and goals, short-term and long-term. When you come to Ethos, you are working with someone that cares about you and your future.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the future value of your current savings.
This calculator can help you determine how soon you can pay off your mortgage.
