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.
Helpful Content
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
View all articles 
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Saving for College
This calculator can help you estimate how much you should be saving for college.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Rightsizing for Retirement
What does your home really cost?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.