The Benefits of Technology, the Heart of an Advisor
In the world of online advice, financial apps, and changing industry rules, the financial planning world is continuously evolving. Leaving individuals overwhelmed with choice, lack of trusted advice and little compassion in helping them plan for a secure retirement or other important financial goals.
At ePERSONAL FINANCIAL, we have simplified that choice and transformed wealth management into a personalized solution that is truly built with you in mind.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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The market is as unpredictable as the weather. We’d love to help you prepare.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
There are common mistakes you can avoid when saving for retirement.
For some, the social impact of investing is just as important as the return, perhaps more important.
In the face of divorce, making changes to insurance coverage may be overlooked.
How to help determine life insurance needs to provide for your family after you pass away.
Tips on insuring your teen driver.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are three things to consider before dipping into retirement savings to pay for college.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There’s been a lot of talk about Tax Reform. What might it look like?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.