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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Saving for College 101
Here’s a crash course on saving for college.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.