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 [email protected] or call us at 303-674-0188. We look forward to hearing from you.
Helpful Content
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Bitcoin 101
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
U.S. Personal Savings Rate
What can be learned from the savings rate?
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
View all presentations
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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.
Saving for College 101
Here’s a crash course on saving for college.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.