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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
These food myths will really put a drain on your wallet.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Five strategies for managing your student debt.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
There are things about Social Security that might surprise you.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are hundreds of ETFs available. Should you invest in them?
What if instead of buying that vacation home, you invested the money?
Are you ready for retirement? Here are five words you should consider.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.