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Richard S. Jeffery, CFP®

Financial Network Investment Management Solutions

Ready for Retirement? Estate Management 101 Women and Retirement

Helpful Content

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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