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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Around the country, attitudes about retirement are shifting.
Simple steps may help you foil hackers and protect your privacy.
Knowing the rules may help you decide when to start benefits.
Purchasing homeowners insurance is critical for protecting your home.
Ascertaining the value of your business is important for a variety of reasons.
Couples may be able to head off many of the problems in a marriage that money can cause.
Earnings season can move markets. What is it and why is it important?
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn how to harness the power of compound interest for your investments.
How do the markets usually react to elections? Was the 2016 election any different?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.