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The Growth and Support of a Team

When you partner with Discovery Financial, you can trust that you’re partnering with professional financial advisors who have the experience to help you pursue your financial finish line. But strategies aren’t created in a vacuum, which is why we manage challenges better when collaborating as a team. Our clients receive the support and advice from our multiple advisors, so contact us today to get going and experience the benefits of working with a team!

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Helpful Content

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

 

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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