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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Around the country, attitudes about retirement are shifting.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.
Are you ready for retirement? Here are five words you should consider.