The Benefits of Technology, the Heart of an Advisor
In a world of volatile markets, do-it-yourself financial apps and confusing tax rules, the financial planning world is very complex. Leaving successful professionals (with less than a ten year planning horizon) overwhelmed with choice and lacking a disciplined process. No wonder most professionals have increased anxiety to aspire for a work optional life and creating a plan that provides lifetime income.
At ePERSONAL FINANCIAL, we have developed a disciplined process, primarily for a small group of very successful tech professionals that aspire (among other things) on attaining a work optional life. Imagine the benefits of working with a veteran advisor, utilizing a disciplined process and replacing anxiety with anticipation, to obtain a work optional life.our focus is YOU YOUR services simplifying the COMPLEX
Life In A Box
As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.
Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Term insurance is the simplest form of life insurance. Here's how it works.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
In the face of divorce, making changes to insurance coverage may be overlooked.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are hundreds of ETFs available. Should you invest in them?
Estate conservation is too important to put off. Do you have a smart exit strategy?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What are your options for investing in emerging markets?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate