Broker Check

Wolfe Financial Asset Management, Inc.

(208) 898-0711

Don't Buy The Hype Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap
Agent Photo

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.

Helpful Content

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Saving on Fitness Center Membership Costs

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

View all videos arrow