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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
How Income Taxes Work
A quick look at how federal income taxes work.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Military families face unique challenges, making personal finance even more critical.
A four-step framework for building a personal legacy.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How to help determine life insurance needs to provide for your family after you pass away.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There’s an alarming difference between perception and reality for current and future retirees.
That big list of dreams and goals isn't the only way to look at your bucket list.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?