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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Your credit score may influence how much you pay for auto and home insurance.
Apps that help small business owners better manage and grow their business.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Tax preparation may be the perfect time to give the household budget a check-up.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.