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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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Here are five facts about Social Security that are important to keep in mind.
There are ways to improve your physical fitness without denting your fiscal fitness.
There’s a link between debt and stress.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Lifestyle considerations in creating your retirement portfolio.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.
That big list of dreams and goals isn't the only way to look at your bucket list.
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.