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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Rightsizing for Retirement
What does your home really cost?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The tax rules that govern donating art are complex and confusing. Take a closer look.
There’s a link between debt and stress.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
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.
Here’s a crash course on saving for college.
What does your home really cost?
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you have causes that you want to support with donations? Here are three tips.
There are a few things to consider when buying or leasing your next vehicle.