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.
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The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Your credit score may influence how much you pay for auto and home insurance.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Ascertaining the value of your business is important for a variety of reasons.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What does your home really cost?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn how to harness the power of compound interest for your investments.