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 some successful professionals (with less than a ten year planning horizon) overwhelmed with choice and lacking a disciplined process to achieve a work optional life. Are you a successful professional that gets anxious when you start thinking about planning for a work optional life?
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 that has developed and refined a disciplined process. Replace anxiety with anticipation, as you attain 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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
When to start? Should I continue to work? How can I maximize my benefit?
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
One way to find money is to examine your current spending habits and eliminate money wasters.
There are common mistakes you can avoid when saving for retirement.
The federal government requires deceased individuals to file a final income tax return.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
That big list of dreams and goals isn't the only way to look at your bucket list.
If you died, what would happen to your email archives, social profiles and online accounts?
There are hundreds of ETFs available. Should you invest in them?
It's easy to let investments accumulate like old receipts in a junk drawer.