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Poulsen Financial Group, Corp.

Name: Poulsen Financial Group
Address: 824 Gum Branch Rd. Suite E, Jacksonville, NC, 28540, US
Telephone: 910-455-8191

824 Gum Branch Rd. Suite E
Jacksonville, NC 28540

Phone:

910-455-8191

Fax:

910-455-4396

E-mail:

donna@poulsenfinancialgroup.com

About Poulsen Financial

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Our Associates

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What We Do

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We are here for YOU!!!

I believe all individuals, despite their age, for the most part are living far below their potential and an informed individual can take control of their financial future with a little instruction on how to accomplish it. It is our mission to assist you in reaching your financial goals. You will find links to different websites that might be of interest to you and some financial calculators and tools. There are also newsletters for your information.

We look forward to being of service to you!!!!

Newsletters

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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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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More Newsletters

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Car Affordability

How much can you afford to pay for a car?

More Calculators