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Your Personal Financial Strategy is developed with your needs and aspirations in mind.Learn More
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
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Couples may be able to head off many of the problems in a marriage that money can cause.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Tax preparation may be the perfect time to give the household budget a check-up.
For many, retirement includes contributing their time and talents to an organization in need.
Knowing the rules may help you decide when to start benefits.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations? Here are three tips.
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you know these three personal finance sayings?
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, cracking the code on bonds.