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
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Understanding the value of a home warranty.
It's important to make sure your retirement strategy anticipates health-care expenses.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you know these three personal finance sayings?
Learn about what risk tolerance really means in this helpful and insightful video.
It’s never a bad time to speak with your financial professional about changes in your situation.
How will you weather the ups and downs of the business cycle?