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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
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Important items to consider when purchasing condo insurance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A few strategies that may help you prepare for the cost of higher education.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Life insurance proceeds are generally tax-free. But not in all cases.
Calculating your potential Social Security benefit is a three-step process.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A bucket plan can help you be better prepared for a comfortable retirement.
What are your options for investing in emerging markets?
Women must be ready to spend, on average, more years in retirement than men.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Around the country, attitudes about retirement are shifting.