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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market?

Your Partner for Success

Currie Financial Group 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.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Determine your potential long-term care needs and how long your current assets might last.

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Use this calculator to compare the future value of investments with different tax consequences.

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Enter various payment options and determine how long it may take to pay off a credit card.

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5 Smart Investing Strategies

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An Inside Look at Retirement Living

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

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Learn how to harness the power of compound interest for your investments.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should I Invest in Gold?

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