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.
Is Tax Reform on the Agenda?
There’s been a lot of talk about Tax Reform. What might it look like?
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Try these activities to keep your brain sharp.
Apps that help small business owners better manage and grow their business.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Taking your Social Security benefits at the right time may help maximize your benefit.
A bucket plan can help you be better prepared for a comfortable retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are hundreds of ETFs available. Should you invest in them?