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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Important items to consider when purchasing condo insurance.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
With alternative investments, it’s critical to sort through the complexity.
What does your home really cost?
What are your options for investing in emerging markets?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What if instead of buying that vacation home, you invested the money?
You’ve made investments your whole life. Work with us to help make the most of them.