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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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.
Being healthy not only makes you feel good, it may also help you financially.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
There are a number of ways to withdraw money from a qualified retirement plan.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
When should you take your Social Security benefit?
Here is a quick history of the Federal Reserve and an overview of what it does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How do the markets usually react to elections? Was the 2016 election any different?
There are hundreds of ETFs available. Should you invest in them?