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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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Medicare’s popular program, offering free gym membership and health education.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Take the guesswork out of your IEP or SEP with this helpful article.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Savvy investors take the time to separate emotion from fact.
It's easy to let investments accumulate like old receipts in a junk drawer.
It’s never a bad time to speak with your financial professional about changes in your situation.
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.