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
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
There are four very good reasons to start investing. Do you know what they are?
Here are six flags that may make your tax return prime for an IRS audit.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
What does your home really cost?
When do you need a will? The answer is easy: Right Now.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There’s an alarming difference between perception and reality for current and future retirees.
What if instead of buying that vacation home, you invested the money?