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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

replace ANXIETY

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PROCESS focused

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WORK optional

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REDUCE stress

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Videos

Life In A Box

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.

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Asset Allocation

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.

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Consequences

Let us help you improve your odds of making good financial choices with the latest technology and the experience of an advisor.

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Helpful Content

Mastering Mobile Lingo

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Debt Stress

Debt Stress

There’s a link between debt and stress.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

A Primer on Dividends

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

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Home Mortgage Deduction

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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