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Caliber of Financial Services in the Industry
At Caliber Financial Partners, we pride ourselves not only in offering the services you need, but delivering the peace of mind that can only come from having a cohesive financial plan. Let us put you on the path towards your future dreams.
- What would it take to retire comfortably?
- How much money must I save for my child’s education?
- How exposed am I to significant financial risk?
Don’t settle for average advice when it comes to the important questions in your financial life. Step up and experience a higher level of guidance and service with Caliber Financial Partners.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Technology tips to make your next trip even better.
Here are 4 great, and sometimes unexpected, places to raise a family.
What can be learned from the savings rate?
An inside look at how marginal income tax brackets work.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Women must be ready to spend, on average, more years in retirement than men.
Are you ready for retirement? Here are five words you should consider.
All about how missing the best market days (or the worst!) might affect your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here are five facts about Social Security that might surprise you.
Do you know how to set up your financial goals for success? This knight does.