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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Six overlooked tax deductions to help manage your tax bill.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
However exciting retiring abroad may sound, it deserves considerable planning.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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 should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The importance of life insurance, how it works, and how much coverage you need.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A special needs trust helps care for a special needs child when you’re gone.
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.