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
Helpful Content
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Saving for College 101
Here’s a crash course on saving for college.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?