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
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
However exciting retiring abroad may sound, it deserves considerable planning.
Gaining a better understanding of municipal bonds makes more sense than ever.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This questionnaire will help determine your tolerance for investment risk.
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 calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you have causes that you want to support with donations? Here are three tips.
Here’s a crash course on saving for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
$1 million in a diversified portfolio could help finance part of your retirement.
When should you take your Social Security benefit?