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 Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
How Income Taxes Work
A quick look at how federal income taxes work.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When to start? Should I continue to work? How can I maximize my benefit?
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
There’s a link between debt and stress.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.
Here are five facts about Social Security that might surprise you.
Check out this video to begin separating fact from fiction.
How will you weather the ups and downs of the business cycle?
There’s an alarming difference between perception and reality for current and future retirees.