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Pennsylvania (215) 591-0400

New Jersey (732) 378-9211

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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


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A Brief Guide To Condo Insurance

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A quick look at how federal income taxes work.

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In the face of divorce, making changes to insurance coverage may be overlooked.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Using smart management to get more of what you want and free up assets to invest.

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

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When do you need a will? The answer is easy: Right Now.

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

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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What if instead of buying that vacation home, you invested the money?

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