Today's investment and financial climate comes with many challenges as well as opportunities. At The Financial Group, our mission is to help clients navigate the challenges while taking advantage of the opportunities by providing them with three key tools:
1. A clear understanding of their financial objectives
2. A well-defined roadmap for pursuing those objectives
3. Periodic reviews and advice to help adjust their roadmap when their needs change
Our emphasis is on money management and retirement planning, though our services cover many areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in investment planning and in helping our clients develop a cohesive financial plan that fits their unique needs and enables them to work towards both short- and long-term objectives.
On our web site, you'll find valuable information for evaluating your current position and progress toward financial objectives. We offer informational articles that outline financial concepts and highlight strategies designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our web site often, as our content is constantly changing.
For help with your financial management or for more information on The Financial Group, please contact us today.
Newsletters
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What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.