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.
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?
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Simple steps may help you foil hackers and protect your privacy.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
An increasing number have been developed to help individuals with their personal finances.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that vacation home, you invested the money?
When should you take your Social Security benefit?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Why are 401(k) plans, annuities, and IRAs so popular?