Broker Check

Pennsylvania (215) 591-0400

New Jersey (732) 378-9211

Facebook  LinkedIn  YouTube
 
RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit


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

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

View all articles arrow

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

View all videos arrow