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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!Contact Us
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Saving for College 101
Here’s a crash course on saving for college.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Five creative (and inexpensive) ideas for motivating your employees.
Purchasing homeowners insurance is critical for protecting your home.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Even low inflation rates can pose a threat to investment returns.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It's easy to let investments accumulate like old receipts in a junk drawer.
A bucket plan can help you be better prepared for a comfortable retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
If you died, what would happen to your email archives, social profiles and online accounts?