Your Partner for Success
At Currie Financial Group, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
The federal government requires deceased individuals to file a final income tax return.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Earnings season can move markets. What is it and why is it important?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
One way to find money is to examine your current spending habits and eliminate money wasters.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
All about how missing the best market days (or the worst!) might affect your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
When do you need a will? The answer is easy: Right Now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If you died, what would happen to your email archives, social profiles and online accounts?