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
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
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.
Knowing your options when a CD matures can help you make a sound investment decision.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
An increasing number have been developed to help individuals with their personal finances.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
With alternative investments, it’s critical to sort through the complexity.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are hundreds of ETFs available. Should you invest in them?
Even low inflation rates can pose a threat to investment returns.