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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 meet 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!Contact Us
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
When considering life insurance, it's important to understand your options.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
It sounds simple, but paying yourself first can really pay off.
The item most homeowners forget on their home improvement project checklist is insurance.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here are five facts about Social Security that are important to keep in mind.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
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.
There are some smart strategies that may help you pursue your investment objectives
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.
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.
There are three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Are Real Estate Investment Trusts right for your portfolio?