Understanding Today’s Financial Environment
At Wolfe Financial Asset Management, Inc., we're here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework that allows you to pursue financial confidence during the next phase of your financial life.
We are specialists in providing individuals and their families with a structured and customized financial plan. Our years of experience - combined with a highly personalized level of service - allow us to design unique strategies that help to provide you with:
- A sustainable lifestyle during retirement
- Enough income to enjoy travel and other desired recreational pursuits
- Income to help pay for unforeseeable and unplanned life events
Let us help guide you toward a more worry and stress-free retirement.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What kind of auto insurance should you have? Do you know?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
When should you take your Social Security benefit?
There are three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.