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Richard S. Jeffery, CFP®

Financial Network Investment Management Solutions

Estate Management 101

Helpful Content

A Path to Serenity and Smart Money Choices

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.

How Compound Interest Works

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

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.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

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Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

How Can I Save a Million Dollars?

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

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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