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Richard S. Jeffery, CFP®

Financial Network Investment Management Solutions

Estate Management 101

Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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College Savings

See how much you may need to save now to cover future college costs for your child.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Are Alternative Investments Right for You?

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

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Making Your Tax Bracket Work

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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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