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Richard S. Jeffery, CFP®

Financial Network Investment Management Solutions

Estate Management 101

Helpful Content

The Big Pause

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Stay Safe with a Business Owner's Policy

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

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How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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