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 You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Making the most of surprises is a great reason to work with us.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Don’t overlook the need for renter’s insurance if you rent your home.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Around the country, attitudes about retirement are shifting.
When should you take your Social Security benefit?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
With alternative investments, it’s critical to sort through the complexity.