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
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Gaining a better understanding of municipal bonds makes more sense than ever.
Five creative (and inexpensive) ideas for motivating your employees.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Knowing your options when a CD matures can help you make a sound investment decision.
It's important to make sure your retirement strategy anticipates health-care expenses.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
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 key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A special needs trust helps care for a special needs child when you’re gone.
Smart investors take the time to separate emotion from fact.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you explored all your options when it comes to managing your taxable income?