Broker Check

29029 Upper Bear Creek Road
Suite 107
Evergreen, CO 80439

Bartley A. Corfee

Chartered Financial Consultant – ChFC

(303) 674-0188

Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

WELCOME TO CORFEE & ASSOCIATES

Corfee & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.

We have designed this site for both clients and visitors to use as a complete financial planning and investment resource. We encourage you to roam our "office" and learn more about our organization, our people and the array of resources available to you.

You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources and calculators, as well as useful links to other financial planning and investment related sites.

If you have any questions, please email us or call to make an appointment. Should you have any questions or would like more information on our firm, please feel free to email us at bart@corfeeassociates.com or call us at 303-674-0188. We look forward to hearing from you.

Helpful Content

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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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.

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 Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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5 Smart Investing Strategies

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

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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