1406 Financial helps you to simplify your financial life. Are you at a point where you want to develop a plan that will last for years and work towards the outcome that you want?
The professionals of 1406 will take their time to understand you and develop a financial plan that will work towards the results that you want at your pace. We consider your experiences, points of view, and risk tolerance to help you design a strategy that balances many risks and rewards.
Through clear and frequent communication we help clients stay on track.
Contact us today: 215-591-0400
Helpful Content
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?