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Richard S. Jeffery, CFP®

Financial Network Investment Management Solutions

Estate Management 101

Helpful Content

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

What If Your Kids Decide Against College?

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

A Meal for All Generations

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

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Managing an Inheritance

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

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

My Retirement Savings

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Can I Refinance My Mortgage?

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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