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.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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."
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Lifestyle considerations in creating your retirement portfolio.
When considering life insurance, it's important to understand your options.
A letter of instruction provides additional and more personal information regarding your estate.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are a few things to consider when buying or leasing your next vehicle.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Why are 401(k) plans, annuities, and IRAs so popular?
When do you need a will? The answer is easy: Right Now.