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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Do your insurance needs stay the same when the nest empties?
Here's a breakdown of how the federal government spends your tax money.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Being healthy not only makes you feel good, it may also help you financially.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What are your options for investing in emerging markets?
There are three things to consider before dipping into retirement savings to pay for college.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: Right Now.
The decision whether to buy or rent a home may have long-term implications.