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
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The true cost of raising a child may be far more than you expect.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here’s a quick guide to checking to see if you have unclaimed money.
Making the most of surprises is a great reason to work with us.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Why are 401(k) plans, annuities, and IRAs so popular?
How will you weather the ups and downs of the business cycle?