Your Financial Future
You might have an attorney, an accountant, a stockbroker and an insurance agent; but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services.
IFP is a fee-based financial services firm dedicated to providing hands-on advice, service, and support. Our Financial Second Opinion™ program is a comprehensive investment analysis tool that can help you work towards reaching your goals.
We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send me a note regarding any questions you may have about your situation or any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Peter was recently interviewed by Investment News reporter, Greg Iacurci regarding a recent study on Long Term Care Insurance. Click her for the full article: Investment News: LTC
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Understanding how a stock works is key to understanding your investments.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A four-step framework for building a personal legacy.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
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 some smart strategies that may help you pursue your investment objectives
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Have you explored all your options when it comes to managing your taxable income?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Are you ready for retirement? Here are five words you should consider.
With alternative investments, it’s critical to sort through the complexity.
Would you guess that Millennials are effectively saving for retirement? Well, they are.