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Caliber Financial Partners - CFP
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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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.

 

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Investing with Your Heart

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Insurance Needs Assessment: Married With Children

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Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

 

What the New Tax Bill Means for You

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Taxable vs. Tax-Deferred Savings

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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