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.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Tips to avoid checking in luggage on your next vacation.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you died, what would happen to your email archives, social profiles and online accounts?
$1 million in a diversified portfolio could help finance part of your retirement.
Making the most of surprises is a great reason to work with us.
You’ve made investments your whole life. Work with us to help make the most of them.
When should you take your Social Security benefit?