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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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.

Helpful Content

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Net Worth?

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Taxable vs. Tax-Deferred Savings

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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