At Pennington, Bass & Associates we take the puzzle out of financial planning. We deliver advice and service... with compassion.
We believe financial planning is about the people, not just the money. We are relationship focused — we want to have lasting and meaningful relationships with our clients and enjoy being with the people we work with. This is the reason we have been in business for over 60 years.
Founder Lee Pennington (retired) began his career specializing in life insurance in 1953 and his forward thinking led him to the larger field of financial planning where many consider him a pioneer in the industry. Mark Bass, CFP®, CPA, AIF® began work with Mr. Pennington while in college in 1971 and they are thought to have the longest running financial planning partnership in the country. Jennifer Coe Dever, CFP®, CRC®, AIF® began her career with the firm in 1995.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Second marriages are a trigger event to revisit any existing estate strategies.
For homeowners who think their property taxes are too high, there are ways to appeal.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Is your estate in order? This short quiz may help you assess your overall strategy.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know these three personal finance sayings?