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 services 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 services resources and calculators, as well as useful links to other financial services 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@example.com or call us at 303-674-0188. We look forward to hearing from you.
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9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Five strategies for managing your student debt.
Five creative (and inexpensive) ideas for motivating your employees.
When to start? Should I continue to work? How can I maximize my benefit?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
What kind of auto insurance should you have? Do you know?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, cracking the code on bonds.
Here’s a crash course on saving for college.
The decision whether to buy or rent a home may have long-term implications.
There are a few things to consider when buying or leasing your next vehicle.